Operations Assistant

A rapidly expanding RIA Firm located in Fort Lauderdale, Florida is seeking an Operations Assistant to help the Chief Operating Officer and other Executives in the workflow of the company’s daily operations.  A successful candidate should possess strong organizational and time management skills, have a high degree of “attention to detail” and be able to…

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Licensing Coordinator

A rapidly growing FMO/IMO company in the Fort Lauderdale, FL area is looking for a licensing coordinator to join their team. This individual will perform a wide variety of administrative duties to support the licensing and contracting of financial advisors who join the company. Job Responsibilities Job Qualifications Benefits

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New Business Coach

A local FMO/IMO in the Fort Lauderdale, FL area is seeking a candidate with experience writing ACAT, annuity, and financial applications to join their rapidly-growing firm as a new business coach. Responsibilities include but are not limited to training advisors and staff, explaining financial applications, scrubbing applications, and regularly scheduled calls and meetings. Key Responsibilities…

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Bank/Financial Advisor

Independent bank based out of Fort Lauderdale, FL branch is looking for a quality Financial Advisor to work with their clients. The value to an advisor is the quality client base the advisor will have access to. Besides the tellers and loan officers, they have Commercial Bankers that will drive most of their high-end quality…

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