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Smart Financial Jobs (NOW HIRING)

Professions Inc

Private Wealth Advisor

Sarasota, FL

Our client is on a mission to empower customers and communities with smart financial decisions, fostering growth and success. They value diversity and offer a broad spectrum of career opportunities ...

Accra

Payroll Specialist

Hopkins, MN · On-site

$22 - $23/hr

Smart Financial Options: HSA & FSA plans to help you plan ahead. * Secure Your Future: 401(k) retirement plan to invest in tomorrow. * Comprehensive Benefits: Medical, dental, and vision coverage for ...

Accra Care

Payroll Specialist

Minnetonka, MN · On-site

$24 - $32.50/hr

Smart Financial Options: HSA & FSA plans to help you plan ahead. * Secure Your Future: 401(k) retirement plan to invest in tomorrow. * Comprehensive Benefits: Medical, dental, and vision coverage for ...

Accra Care

Payroll Specialist

Minnetonka, MN · On-site

$24 - $32.50/hr

Smart Financial Options: HSA & FSA plans to help you plan ahead. * Secure Your Future: 401(k) retirement plan to invest in tomorrow. * Comprehensive Benefits: Medical, dental, and vision coverage for ...

Accra

HR Employee Relations Specialist

Hopkins, MN · On-site

$23.50 - $25/hr

Smart Financial Options: HSA & FSA plans to help you plan ahead. * Secure Your Future: 401(k) retirement plan to invest in tomorrow. * Comprehensive Benefits: Medical, dental, and vision coverage for ...

Accra Care, Inc

Payroll Specialist

Minnetonka, MN · On-site

$22 - $23/hr

Smart Financial Options: HSA & FSA plans to help you plan ahead. * Secure Your Future: 401(k) retirement plan to invest in tomorrow. * Comprehensive Benefits: Medical, dental, and vision coverage for ...

Fifththird

Small Business Finance Specialist

Columbus, OH · On-site

... smart financial solutions for practice needs. In this role, you will focus on business development, credit analysis, and loan proposal presentation. As a Provide and Fifth Third Bank team member, you ...

Provide

Small Business Finance Specialist

Columbus, OH · On-site

... smart financial solutions for practice needs. In this role, you will focus on business development, credit analysis, and loan proposal presentation. As a Provide and Fifth Third Bank team member, you ...

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How much do smart financial jobs pay per hour?

As of Jun 5, 2026, the average hourly pay for smart financial in the United States is $63.79, according to ZipRecruiter salary data. Most workers in this role earn between $48.08 and $64.42 per hour, depending on experience, location, and employer.

What is the difference between Smart Financial vs Financial Advisor?

AspectSmart FinancialFinancial Advisor
CredentialsCertifications vary; often includes CFP, CFA, or similarTypically CFP, CFA, or equivalent certifications
Work EnvironmentFinancial services firms, banks, or independentFinancial planning firms, banks, or independent
Industry UsageUsed broadly for financial service providersSpecific role focused on client financial planning

Smart Financial generally refers to a financial services provider or platform offering various financial products, while a Financial Advisor is a professional who provides personalized financial planning and advice. Both roles often require similar certifications and work in related environments, but the advisor focuses on individual client strategies, whereas Smart Financial may encompass broader financial solutions.

What are some common challenges faced by Smart Financial advisors when helping clients plan for their financial futures?

Smart Financial advisors often encounter challenges such as understanding clients’ unique goals and risk tolerance, adapting to rapidly changing market conditions, and communicating complex financial concepts in an accessible way. Balancing regulatory compliance with personalized service is also a key aspect of the role. Advisors typically work within collaborative teams, leveraging shared expertise to find optimal solutions for clients, and ongoing professional development is encouraged to stay updated with industry trends.

What are the key skills and qualifications needed to thrive as a Financial Analyst, and why are they important?

To thrive as a Financial Analyst, you need strong analytical skills, a solid understanding of finance and accounting principles, and typically a bachelor’s degree in finance, economics, or a related field. Proficiency in financial modeling, Microsoft Excel, and familiarity with data analysis tools such as Bloomberg Terminal or SAP is essential. Attention to detail, effective communication, and problem-solving abilities are key soft skills that set top performers apart. These skills and qualities are crucial for delivering accurate financial insights, supporting business decisions, and ensuring organizational financial health.

What is a Smart Financial advisor?

A Smart Financial advisor is a professional who helps clients manage their finances, investments, and long-term financial goals using modern tools and personalized strategies. They assess your financial situation, provide tailored advice, and help plan for events like retirement, education, or major purchases. Smart Financial advisors often leverage technology and up-to-date market insights to create efficient and user-friendly solutions, making financial planning more accessible and transparent.
What cities are hiring for Smart Financial jobs? Cities with the most Smart Financial job openings:
What states have the most Smart Financial jobs? States with the most job openings for Smart Financial jobs include:
Smart Financial jobs near you
Private Wealth Advisor/Client Advisor Private Bank

Private Wealth Advisor/Client Advisor Private Bank

Professions Inc

Fort Lauderdale, FL

Full-time

Posted 9 days ago

Job description

Our client is on a mission to empower customers and communities with smart financial decisions, fostering growth and success. They value diversity and offer a broad spectrum of career opportunities, encouraging you to explore, learn, and excel from day one. As a respected and innovative financial institution, they stand as one of the largest and most admired companies in their sector, boasting a stable and client-focused environment.

In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences. This collaborative and supportive environment, combined with a rich product portfolio and excellent prospecting opportunities, provides a solid foundation for career growth.

The role of Private Wealth Advisor involves guiding clients in wealth and estate planning, investments, banking, and more. The position requires leveraging client knowledge and a broad financial skillset to build and maintain relationships. Growth is achieved through both internal and external sales and development of new client relationships. The team is backed by specialists offering in-depth knowledge in their areas of expertise.

Qualifications:

  • Bachelor’s degree or equivalent experience.
  • 8+ years of experience with High and Ultra High Net Worth clients.

Preferred Skills:

  • Strong network with excellent relationship management and business development skills.
  • Proven success in specific client segments or verticals.
  • Ability to profile clients and create tailored strategies.
  • Skill in coordinating a team of specialists.
  • Strong communication skills to explain complex concepts effectively.
  • A strategic advisor mindset with problem-solving passion.
  • Independent decision-making and business ownership mentality.
  • CFA or CFP designation preferred.

This role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a background and credit check.

Our client is on a mission to empower customers and communities with smart financial decisions, fostering growth and success. They value diversity and offer a broad spectrum of career opportunities, encouraging you to explore, learn, and excel from day one. As a respected and innovative financial institution, they stand as one of the largest and most admired companies in their sector, boasting a stable and client-focused environment. In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences. This collaborative and supportive environment, combined with a rich product portfolio and excellent prospecting opportunities, provides a solid foundation for career growth. The role of Private Wealth Advisor involves guiding clients in wealth and estate planning, investments, banking, and more. The position requires leveraging client knowledge and a broad financial skillset to build and maintain relationships. Growth is achieved through both internal and external sales and development of new client relationships. The team is backed by specialists offering in-depth knowledge in their areas of expertise. Qualifications: Bachelor’s degree or equivalent experience. 8+ years of experience with High and Ultra High Net Worth clients. Preferred Skills: Strong network with excellent relationship management and business development skills. Proven success in specific client segments or verticals. Ability to profile clients and create tailored strategies. Skill in coordinating a team of specialists. Strong communication skills to explain complex concepts effectively. A strategic advisor mindset with problem-solving passion. Independent decision-making and business ownership mentality. CFA or CFP designation preferred. This role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a background and credit check.