Fort Lauderdale, Florida, United States · Hybrid
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of t…
Skills: Account Management, Client Management, Customer And Client Focus, Issue Management, Oral Communications
Fort Lauderdale, Florida, United States · On-site
Job Description We are seeking a Revenue Management Analyst to join our Revenue Management team. In this role, you will play a critical part in optimizing pricing strategies, maximizing revenue opportunities, and support…
Skills: Revenue Management, Pricing Strategy, Data Analysis, Forecasting, Market Evaluation
Fort Lauderdale, Florida, United States · On-site
Job Description We are seeking a Pricing & Commercial Development Analyst to join our Commercial Development team. In this role, you will support pricing strategy, commercial initiatives, and business performance analysi…
Skills: Pricing Strategy, Commercial Analytics, Revenue Management, Data Analysis, Microsoft Excel
Fort Lauderdale, Florida, United States · On-site
ADP is hiring a Sales Representative, Small Business Services. Are you ready to build a rewarding future? Uncapped commissions, lavish incentive trips, and career advancement are some of the ways. Do you want to join a F…
Skills: B2B Sales, Cold Calling, Lead Generation, Relationship Management, Closing Techniques
Fort Lauderdale, Florida, United States · On-site
Founded in 1920, Akerman is recognized as one of the nation’s premier law firms, with more than 700 lawyers across the United States. Akerman LLP is seeking a Senior Competitive Intelligence Specialist to help driv…
Skills: Competitive Intelligence, Market Research, Business Analysis, Strategic Planning, Data Synthesis
Fort Lauderdale, Florida, United States · On-site
Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business thro…
Skills: Client Relationship Management, Financial Planning, Account Onboarding, Risk Assessment, Order Entry
Fort Lauderdale, Florida, United States · On-site
$61k–$250k/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financia…
Skills: Financial Planning, Client Acquisition, Relationship Building, Time Management, Critical Thinking
Fort Lauderdale, Florida, United States · On-site
$61k–$250k/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financia…
Skills: Financial Planning, Client Acquisition, Relationship Building, Time Management, Critical Thinking
Fort Lauderdale, Florida, United States · On-site
$61k–$250k/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financia…
Skills: Financial Planning, Client Acquisition, Relationship Building, Time Management, Critical Thinking
Fort Lauderdale, Florida, United States · On-site
$61k–$250k/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financia…
Skills: Financial Planning, Client Acquisition, Relationship Building, Time Management, Critical Thinking
Fort Lauderdale, Florida, United States · On-site
$500/hr–$1k
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Ou…
Skills: Prospecting, Networking, Business Strategy, Financial Planning, Time Management
Fort Lauderdale, Florida, United States · Remote OK
$120k–$140k/yr
About Pulley Pulley helps the country’s top architects, builders, and retailers speed up every project in their portfolio. With AI-powered permitting intelligence and expert guidance, we eliminate costly delays and bring…
Skills: Permitting, Project Management, Regulatory Compliance, Building Codes, Zoning Regulations
Fort Lauderdale, Florida, United States · On-site
$500/hr–$1k
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Ou…
Skills: Prospecting, Networking, Business Strategy, Financial Planning, Time Management
Fort Lauderdale, Florida, United States · On-site
The Microsoft Dynamics 365 Finance & Operations (F&O) System Lead serves as the primary Finance business owner and change leader for Microsoft D365 at Hotwire Communications. This role provides deep functional expertise …
Skills: D365 Finance & Operations, Functional Leadership, Business Requirements Gathering, ERP Implementation, Change Management
Fort Lauderdale, Florida, United States · On-site
$70k–$90k/yr
H&H is offering an exciting opportunity for a Marketing/ Proposal Coordinator to join a fast-paced and dynamic team. This is a multi-faceted growth role covering all aspects of marketing. This position is open across sev…
Skills: Proposal Production, Proposal Coordination, Writing, Editing, Business Development
Fort Lauderdale, Florida, United States · On-site
ADP is hiring a Sales Representative, Human Resources Outsourcing (HRO). Are you ready for your next best job where you can elevate your financial future? Are you looking to grow your career with a formal career path at …
Skills: B2B Sales, Cold Calling, Territory Management, Lead Generation, Relationship Building
Fort Lauderdale, Florida, United States · On-site
Job Description As the Senior Vice President, Fleet – North America at SIXT, you will lead the end-to-end fleet lifecycle from procurement and planning to pricing, utilization, and remarketing driving one of the company'…
Skills: Fleet Management, Vehicle Procurement, Remarketing, Demand Planning, Pricing Strategy
Fort Lauderdale, Florida, United States · Remote OK
$122k–$159k/yr
Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of …
Skills: Infrastructure Delivery, Hybrid Infrastructure Management, Cloud Computing, On-prem Infrastructure, Demand and Capacity Planning
Fort Lauderdale, Florida, United States · On-site
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis
Fort Lauderdale, Florida, United States · Remote OK
AgileEngine is an Inc. 5000 company that creates award-winning software for Fortune 500 brands and trailblazing startups across 17+ industries. We rank among the leaders in areas like application development and AI/ML, a…
Skills: Taxonomy, Metadata Management, Content Classification, Data Validation, Data Labeling
Fort Lauderdale, Florida, United States • Hybrid
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Provides operational and sales support to multiple Financial Advisors while serving as a primary point of contact for established clients. Responsibilities include educating clients on banking offerings and ensuring alignment with bank policies to manage risk.
Requires FINRA SIE, Series 7, and Series 66 (or 63 and 65) certifications. Candidates must possess advanced industry knowledge of investment products and a client-centric mindset.
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
The Registered Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the Client Associate will often serve as the most frequent point of contact with Merrill. Fully registered (Series 7, 63, 65, & 66). Partial registration may be considered.
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
Possesses advanced industry knowledge and an understanding of investment products
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset, always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms
Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
Is detail oriented
Demonstrates a commitment to continuous learning and professional growth
Exhibits sound judgment and discretion when handling sensitive information
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
Demonstrates professional verbal and written communication skills
Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policy.
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
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Based on 84 listings with disclosed salaries, most consulting jobs in Fort Lauderdale, FL pay between $58k–$193k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 268 open consulting positions in Fort Lauderdale, FL listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Ajaia | AI Consultancy, Northwestern Mutual, AgileEngine, Kimley-Horn, Bank of America, among others. Browse the listings above to see every active employer.
Yes — 106 of the 268 open consulting positions offer remote or hybrid work (44 remote, 62 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
