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Senior Financial Advisor Jobs in Florida (NOW HIRING)

Vangard, Inc.

Certified Financial Advisor

Miami, FL

By applying for this role, you will be considered for both the Certified Financial Advisor and Senior Certified Financial Advisor opportunities. While this is a remote role,you'llcollaborate with ...

Vangard, Inc.

Certified Financial Advisor

Tampa, FL

By applying for this role, you will be considered for both the Certified Financial Advisor and Senior Certified Financial Advisor opportunities. While this is a remote role,you'llcollaborate with ...

Vanguard

Certified Financial Advisor

Miami, FL

By applying for this role, you will be considered for both the Certified Financial Advisor and Senior Certified Financial Advisor opportunities. While this is a remote role, you'll collaborate with ...

Vanguard

Certified Financial Advisor

Tampa, FL · On-site

By applying for this role, you will be considered for both the Certified Financial Advisor and Senior Certified Financial Advisor opportunities. While this is a remote role, you'll collaborate with ...

Brady Financial

Financial Advisor

Miami, FL · On-site

$100K/yr

Simulation modeling using Monte Carlo and other statistical techniques under direction of Senior ... Financial Advisor Requirements: * Bachelor's degree in Finance, Business, Accounting, Economics, or ...

ECG Resources

Financial Advisor

Delray Beach, FL

Manage client relationships and assist senior advisors with complex clients to the firm's planning-based standard. * Facilitate the financial planning process by discovering client values, goals, and ...

ECG Resources

Financial Advisor

Delray Beach, FL

Manage client relationships and assist senior advisors with complex clients to the firm's planning-based standard. * Facilitate the financial planning process by discovering client values, goals, and ...

Osaic

Sr. Financial Planning Strategist

Orlando, FL · On-site

$140K - $160K/yr

Current Employees and Contractors Apply HereOsaic Careers Senior Advanced Financial Planning ... Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning ...

ECG Resources

Financial Advisor

Delray Beach, FL

Manage client relationships and assist senior advisors with complex clients to the firm's planning-based standard. * Facilitate the financial planning process by discovering client values, goals, and ...

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All JobsFinancial Advisor JobsSenior Financial Advisor JobsSenior Financial Advisor Jobs in Florida

Senior Financial Advisor information

See Florida salary details

$51.9K

$99.5K

$156.9K

How much do senior financial advisor jobs pay per year?

As of Aug 31, 2026, the average yearly pay for senior financial advisor in Florida is $99,511.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,700.00 and $110,200.00 per year, depending on experience, location, and employer.

What does a senior financial advisor do?

A Senior Financial Advisor provides advanced financial planning and investment advice to clients, often focusing on wealth management, retirement planning, tax strategies, and estate planning. They analyze clients' financial situations, develop personalized financial plans, and help manage investment portfolios. Senior Financial Advisors typically have extensive experience in the financial industry and may supervise junior advisors. Their goal is to help clients achieve long-term financial security and meet their financial goals.

What are the key skills and qualifications needed to thrive as a senior financial advisor, and why are they important?

To thrive as a Senior Financial Advisor, you need strong analytical abilities, deep knowledge of investment strategies, and a relevant degree or certification such as CFP or CFA. Expertise with financial planning software, portfolio management systems, and CRM tools is typically required. Outstanding interpersonal skills, ethical judgment, and the ability to communicate complex financial concepts clearly help set top advisors apart. These competencies are crucial for building client trust, delivering tailored financial solutions, and ensuring long-term client satisfaction and retention.

How does a senior financial advisor typically collaborate with other departments within a financial institution?

Senior Financial Advisors often work closely with departments such as investment management, compliance, and client services to provide comprehensive solutions for their clients. This collaboration ensures that client portfolios are managed effectively, regulatory requirements are met, and client inquiries are addressed promptly. Advisors may participate in regular meetings with portfolio managers, compliance officers, and other specialists to review client strategies and stay updated on new financial products or regulations. This team-based approach allows Senior Financial Advisors to deliver holistic and personalized advice to their clients.

What is the difference between Senior Financial Advisor vs Financial Planner?

AspectSenior Financial AdvisorFinancial Planner
CredentialsCFP, CFA, or CFP designation often preferredCFP certification common, sometimes other certifications
Work EnvironmentAdvises high-net-worth clients, often in private firms or banksWorks with a broad client base, including individuals and families
Industry UsageUsed in wealth management and private bankingUsed across financial services, including independent advising

While both roles involve financial planning and advising clients, Senior Financial Advisors typically serve high-net-worth clients with advanced credentials and a focus on wealth management. Financial Planners often work with a wider range of clients, providing comprehensive financial plans. The roles overlap but differ mainly in client profile and scope of services.

What are the most commonly searched types of Financial Advisor jobs in Florida?

The most popular types of Financial Advisor jobs in Florida are:

What cities in Florida are hiring for Senior Financial Advisor jobs?

Cities in Florida with the most Senior Financial Advisor job openings:

Senior Financial Advisor jobs near you
Infographic showing various Senior Financial Advisor job openings in Florida as of August 2026, with employment types broken down into 3% Internship, 91% Full Time, 3% Part Time, and 3% Contract. Highlights an 91% In-person, 3% Hybrid, and 6% Remote job distribution, with an average salary of $99,511 per year, or $47.8 per hour.

Certified Financial Advisor

Miami, FL

Vangard, Inc.
Convention and Trade Show Organizers • 11 - 50 employees
Learn more about Vangard, Inc.external

Full-time

Posted 19 days ago

Job description

Are you a Certified Financial Planner (CFP) looking to take the next step in your career with a leading financial institution? Vanguard is seeking Certified Financial Advisors for remote opportunities available to candidateslocatedin theMiami, Floridaarea. With competitive compensation, excellent benefits, and an inclusive culture, Vanguard offers the opportunity to build a rewarding career while making a meaningful difference in investors' lives. By applying for this role, you will be considered for both the Certified Financial Advisor and Senior Certified Financial Advisor opportunities.

While this is a remote role,you'llcollaborate with experienced advisors and specialists across Vanguard's dynamic and growing retail division. Supported by Vanguard's investor-first philosophy and industry-leading research, includingHow America Saves,you'llhelp clients stay focused on their long-term goals while growing your career with a firm dedicated to investor success.

As a Vanguard Advisor, you will:

  • Establish, grow, andmaintainlong-term relationships with clients.

  • Partner with investors to help them plan for their financial goals.

  • Provide disciplined investment approaches, tax management strategies, andadditionalfinancial planning support.

  • Develop personalized investment strategies and deliver financial planning guidance for the moments that matter.

Whyyou'lllove working here:

  • Work-life harmony: Enjoy a balance between your professional and personal life while making a meaningful impact on our clients' financial well-being.

  • Professional growth: Benefit from a workplace that prioritizes your professional development.

  • Inclusive environment: Thrive in a supportive and inclusive environment where everyone is given a chance to succeed.

Compensation and benefits:

  • At Vanguard, we believe in recognizing and rewarding the impact of your contributions. Beyond your competitive salary, we offer a comprehensive benefits package designed to support your financial, health, and overall well-being.

  • Performance bonus: We reward your hard work and dedication with opportunities for performance bonuses.

  • Partnership Plan: Our Partnership Plan is an annual cash award tied to our collectivecompanyperformance and client outcomes. When we succeed together, we allshare inthe rewards.

  • Merit-based salary increases: Your achievements and contributions are recognized through merit-based salary increases.

To learn more about our benefits, visit:https://www.vanguardjobs.com/benefits-rewards/

Qualifications:

  • Certified Financial Planner designationrequired.

  • Series 7, 63, or 66 (or the ability toacquirewithin 3 months of assuming the position).

  • Three years (Financial Advisor) or five years (Senior Financial Advisor) of advisory experience, specifically in advice planning, book of business management, and relationship management.

  • Demonstrated experience managing a book ofbusinesswitha track recordof client satisfaction and loyalty.

  • Experience applying trust and estate planning knowledge to help preserveclients' wealth.

  • In-depth knowledge of financial planning, investment strategies, and industry regulations.

  • A positive and resilient change agent who fosters collaboration as both a peer and business partner.

Special Factors:

  • This role isdesignatedas remote and must be performed withinFlorida. Employees are expected tomaintaintheir primary work location within theMiami metropolitan area, with a preference forresidingwithin a 50-mile radius ofMiami, unless otherwise approved by Vanguard. Attendance at periodic in-person meetings, team events, training sessions, or other business-related travel may berequired.

  • Vanguard is not offering visa sponsorship for this position.

Ready to take the next step in your career? Apply now and join Vanguard's team of dedicated financial advisors!

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission-we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

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