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Remote Ex Financial Advisor Jobs in Miami, FL (NOW HIRING)

W3Global Inc.

Financial Advisor - Remote

Miami, FL · Remote

$60K - $75K/yr

Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood Relationship Management: * Serve as the client's advocate and ...

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Remote Ex Financial Advisor information

See Miami, FL salary details

$34.4K

$97.7K

$137.7K

How much do remote ex financial advisor jobs pay per year?

As of Sep 4, 2026, the average yearly pay for remote ex financial advisor in Miami, FL is $97,686.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,700.00 and $125,300.00 per year, depending on experience, location, and employer.

What is the difference between Remote Ex Financial Advisor vs Remote Financial Planner?

AspectRemote Ex Financial AdvisorRemote Financial Planner
CertificationsCFP, Series 7/66, State licensesCFP, Series 7/66, State licenses
Work EnvironmentClient consultations, portfolio management, complianceClient meetings, financial analysis, planning
Employer & Industry UsageFinancial firms, banks, independent advisorsFinancial advisory firms, banks, independent planners
Search & Comparison IntentYesYes

Remote Ex Financial Advisors and Remote Financial Planners share similar credentials, work environments, and industry usage. The main difference lies in their focus: Financial Advisors often emphasize investment management and client relationships, while Financial Planners concentrate on comprehensive financial planning. Both roles are essential in the financial services industry and frequently searched together by job seekers and clients.

Can a remote ex financial advisor work remotely?

A remote ex financial advisor can work remotely if they have the necessary licenses, certifications, and access to secure communication tools. Many financial advisory roles are now performed remotely, especially if the advisor maintains compliance with industry regulations and client confidentiality standards.

What are the most commonly searched types of Ex Financial Advisor jobs in Miami, FL?

The most popular types of Ex Financial Advisor jobs in Miami, FL are:

What are popular job titles related to Remote Ex Financial Advisor jobs in Miami, FL?

For Remote Ex Financial Advisor jobs in Miami, FL, the most frequently searched job titles are:

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The top searched job categories for Remote Ex Financial Advisor jobs in Miami, FL are:

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Cities near Miami, FL with the most Remote Ex Financial Advisor job openings:

Remote Ex Financial Advisor jobs near you

Financial Advisor - Remote

W3Global Inc.

Miami, FL • Remote

$60K - $75K/yr

Full-time

Re-posted 18 days ago

Job description

Job Requirements:

  • Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending

  • Create sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectors

  • Profile, qualify, and convert prospects into SSLLC clients.

  • Identify and execute on new business opportunities with existing clients

  • Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects

  • Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood

Relationship Management:

  • Serve as the client's advocate and primary contact for strategic advice on financial matters

  • Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients

  • Manage client expectations regarding what can and cannot be executed on their behalf

  • Ensure financial strategies are kept current and appropriately aligned with client objectives

  • Understand and communicate the risk involved with financial and investment strategies

  • Ensure all client inquiries and problems are handled effectively and resolved

  • Help team members to acquire experience and establish credibility with clients

Compliance Oversight and Controls:

  • Comply with all regulatory policies and control procedures regarding client transactions and suitability

  • Oversee and ensure clients are on-boarded appropriately including all required documentation is complete and accurate

  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding SSLLC, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Skills and Knowledge:

  • Client facing experience, preferably in the financial services industry. Strong knowledge of investments and credit products

  • Strong knowledge of financial industry and current market conditions

  • Strong verbal and written communication skills. Excellent interpersonal skills, problem solving, team work and analytical skills

  • Ability to establish relationships and partner effectively with various groups including sales, service, operations and compliance

  • Ability to understand, utilize and learn computer and web based applications

Qualifications and Education:

  • 10+ years of experience

  • Licensing: Series 7 & 66 (or 63 & 65)

  • Current book of AUMs (Min $30MM)

  • Extensive and proven experience in Private Banking having covered the UHNW market Extensive experience in working with and/or leading client teams and transactions Demonstrated track record in relationship selling

Compensation: Competitive and Based on AUMs (Book of Business),

W3Global logo

About W3Global

Sourced by ZipRecruiter

W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Frisco, TX, US

Year founded

2006

View All W3Global Jobs