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Financial Advisor Manager Jobs in Stuart, FL (NOW HIRING)

HBKS Wealth Advisors

Financial Advisors

Stuart, FL · On-site

Financial Advisor HBKS Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14 locations, and approximately $6 billion in assets ...

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Financial Advisor Manager information

See Stuart, FL salary details

$31.8K

$90.2K

$127.1K

How much do financial advisor manager jobs pay per year?

As of Aug 8, 2026, the average yearly pay for financial advisor manager in Stuart, FL is $90,154.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,200.00 and $115,600.00 per year, depending on experience, location, and employer.

What are some common challenges financial advisor managers face when leading a team of advisors?

Financial Advisor Managers often encounter challenges such as balancing individual advisor development with team performance goals, managing diverse client portfolios, and keeping up with changing financial regulations. They must provide mentorship and ongoing training to help advisors achieve sales targets while maintaining ethical standards. Additionally, fostering a collaborative team environment and effectively implementing firm-wide strategies are crucial for both advisor satisfaction and client retention.

What are the key skills and qualifications needed to thrive as a financial advisor manager?

To thrive as a Financial Advisor Manager, you need a solid background in finance, investment strategies, and team leadership, typically supported by a bachelor’s degree in finance or a related field and relevant certifications such as the CFP or Series 7/66 licenses. Familiarity with financial planning software, CRM platforms, and portfolio management tools is essential. Exceptional communication, coaching, and relationship-building skills set standout managers apart in guiding advisors and fostering client trust. These competencies are crucial for effectively leading advisory teams, ensuring regulatory compliance, and delivering superior client outcomes.

What is the difference between Financial Advisor Manager vs Financial Advisor?

AspectFinancial Advisor ManagerFinancial Advisor
CertificationsCFP, Series 7, Series 66CFP, Series 7, Series 66
Work EnvironmentOversees teams, manages client portfolios, strategic planningWorks directly with clients, provides financial planning and investment advice
Employer & Industry UsageFinancial firms, banks, wealth management companiesFinancial firms, banks, independent practices

The main difference is that a Financial Advisor Manager oversees a team of advisors and handles managerial responsibilities, while a Financial Advisor works directly with clients to develop financial plans. Both roles require similar certifications and often operate within the same industry environments.

What is a financial advisor manager?

Financial Advisor Managers are professionals who oversee a team of financial advisors, guiding them in providing financial planning, investment advice, and portfolio management services to clients. They are responsible for setting sales goals, ensuring compliance with regulations, mentoring advisors, and helping to develop client relationships. These managers also play a key role in training new advisors and implementing strategies to improve team performance. By combining leadership skills with a deep understanding of financial products and markets, they help ensure that both clients and advisors achieve their financial objectives.
What are the most commonly searched types of Financial Advisor jobs in Stuart, FL? The most popular types of Financial Advisor jobs in Stuart, FL are:
What cities near Stuart, FL are hiring for Financial Advisor Manager jobs? Cities near Stuart, FL with the most Financial Advisor Manager job openings:
Financial Advisor Manager jobs near you

Financial Advisor (Jupiter, FL)

Humans Being Resources

Jupiter, FL

$90K - $120K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 12 days ago

Job description

Financial Advisor
Financial Planner
(Financial Services)
Our client's Financial Services Firm located in the Jupiter, FL area is growing rapidly and looking to add a key employee. They are seeking a professional Financial Advisor / Financial Planner who is ready to help an already thriving company continue to grow. They are looking for success-oriented employees who possess great people skills, a positive attitude and who are seeking a great opportunity to advance their career. If you want to join a Financial Services Firm that has experience in the industry, is dedicated to their clients, values their employees, has created a culture of success, and who offers a great career growth and ownership/partnership opportunity, this may be a good fit for you!
MINIMUM QUALIFICATIONS:
  • 3+ years of experience as a Financial Advisor / Financial Planner or similar client-facing role (Example: Associate Financial Planner, Financial Planner, Client Service Specialist, Paraplanner, etc.)
  • 3+ years of Financial Services experience in a professional office environment
  • Current FINRA Series 7 & 66 or 7 & 65/63 Securities License
  • Current Life, Health & Annuities License
  • CRM Software experience (Example: Redtail, Salesforce, etc.)
  • Office Software Products experience (Example: DocuSign, MS Suite, Outlook, Excel, Word, Teams, etc.)
  • Financial Services Software experience (Example: Wealthscape, eMoney, Money Guide Pro, Advisor360, etc.)
  • Video Meeting Application experience (Example: Zoom, Go-To-Meeting, Skype, etc.)
PREFERRED QUALIFICATIONS:
  • College Degree in Finance, Business or related field of study is a plus
  • Current CFP Designation or CFP in-process is a plus
ROLE DESCRIPTION:
Prioritizing client needs and helping to create solutions is an important part of their culture and at the core of everything our client does. As an Financial Advisor / Financial Planner you will:
  • Initiate, track and complete client paperwork effectively
  • Effectively manage current clients, new leads and grow an assigned "book" of clients
  • Assist in developing and executing financial plans and strategies for current and future clients
  • Follow-up on and document pending business with companies and clients
  • Actively participate in pre and post client meeting support
  • Prepare financial plans, periodic planning reports and develop strategic recommendations
  • Support Financial Advisor leadership team in the development, research, and analysis of client financial plans
  • Conduct client presentations regarding financial and tax planning options and opportunities as needed
  • Assist leadership team with plan analysis, plan design and development of a client strategy to meet client goals
  • Update CRM / Database System and client data to reflect most current communications and accurate information
  • Ensure inquiries and concerns are addressed and resolved, sustaining high standards for client experience
  • Provide thorough, high-quality research, problem solving and issue resolution
  • Develop a knowledge of the client's entire financial and family situation, while being able to structure a goal-based investment and financial plan
  • Establish trust and confidence with clients, responding to any financial issue being discussed and solutions offered
  • Develop effective working relationships with all members of the firm, and vendors, ultimately providing effective, high-quality service for clients
  • Collaborate with team members on helping to integrate: tax, investments, insurance, estate planning and cash flow all into the clients overall financial plan
REQUIRED SKILLS:
  • Excellent interpersonal, written, and verbal communication
  • Ability to prioritize projects and manage time
  • Working knowledge of financial planning concepts and procedures
  • Ability to adapt as situations or business demands change
  • Self-directed initiative and follow through
  • Excellent organization and data management skills
  • Sound understanding of the financial markets system
  • Excellent customer service and a client-centric mindset
  • Ability to thrive in a fast-paced, but friendly office environment
  • High level of confidence, perseverance and a desire to succeed in a goal-oriented environment
  • Attention to detail and ability to closely follow office processes & policies related to office operations
  • Willingness and desire to be part of a team environment and learn through a mentoring relationship
  • Ability to adhere to complex regulatory, compliance and client privacy requirements
Compensation:
  • $90,000 - $120,000 Annually (Base Salary + Bonuses/Incentives)
    *Based Upon Experience, Licensing and/or Certifications*
  • Medical, Dental & Vision Coverage Contribution
  • Long-Term & Short -Term Disability Insurance + 401k w-Match
  • Monday-Friday Work Schedule + Great Work/Life Balance
  • Tremendous Career Growth & Ownership/Partnership Opportunities
  • Generous PTO Policy & Paid Holidays

Presented by Humans Being Resources, Inc.
Thank you for your interest in this Financial Advisor / Financial Planner position for our client located in the Jupiter, FL area. Humans Being Resources, Inc. is a Talent Acquisition and Personnel Solutions company. We are not a Temp/Staffing Agency and at no point will you be applying for employment with our company. We assist our clients with their direct-hire, permanent-placement hiring needs. When responding to this ad by email, text or phone call, you agree to receive emails, texts and phone calls related to this position and/or future positions. You can opt-out of these communications at any time by replying "STOP" to any received communication. When being considered for this position, you may be asked to participate in personality profiling, skills assessments and/or phone/video interviews administered on behalf of our client. If you feel that you meet the requirements for this position, please submit your resume today!