Moran Wealth Management® provides concierge-level-service to high net worth and ultra-high net worth individuals and families, along with specialized financial services for corporation, executives, fiduciaries, and non-profit organizations. Practice growth and stability are the cornerstone of Moran Wealth Management’s success. Our approach to building a practice where employment commitment and loyalty are rewarded, exemplifies our entrepreneurial spirit and innovative thought process. Our commitment to developing a nurturing environment where partners and employees are fully invested in the longevity of the practice and success of the clients it serves is inspirational.


Moran Wealth Management® is responsible for over $4 billion
in assets under management (AUM) as of 3/31/2024.

Please apply for the position which most closely matches your experience and qualifications. We will review your details for any other positions which your experience matches; you only need to apply and submit your information once.

Financial Advisor

At Moran Wealth Management®, the Financial Advisor establishes a portfolio of customers based on aiming to meet the financial objectives of the customer through sound advice and guidance. This advice will be based on a deep understanding of our customer, their current financial standing and their short- and long-term goals.
Job Summary

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This is an in-person position.

Primary responsibilities:

  • Provides a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through investment planning services
  • Identifies and follow up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement
  • Builds and maintains a strong client network and pipeline
  • Provides and demonstrates expertise in portfolio planning skills and comprehensive industry and investment knowledge
  • Conducts and/or participates in investment performance and relationship reviews
  • Keeps junior level staff informed about investment products and opportunities
  • Adheres to compliance requirements and follow corporate and industry protocols
  • This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.


  • CERTIFIED FINANCIAL PLANNER TM, Chartered Financial Consultant and Certified Retirement Counselor
  • College Degree
  • Apply Now for Financial Advisor

    Moran Wealth Management® is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation
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Client Operations Specialist

Moran Wealth Management® is a Registered Investment Advisory firm providing vast resources and customized strategies to help meet clients’ investment management needs. Clients are serviced by a team of experienced advisors offering a range of financial products and services, including investment management, succession planning strategies, philanthropic and specialty asset management, family office services.

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This is an in-person position.

Primary Responsibilities:

  • Coordinate with client service specialists to ensure that service-related requests are completed in a timely manner. When necessary, communicate with clients upon completion of service-related requests.
  • Handle routine maintenance and service requests.
  • Performs operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
  • Research client and security information through the back-office system.
  • Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, coordination of client meetings, and file & calendar maintenance.
  • Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date.
  • Onboard new client accounts, which includes the collection of required documentation and client information based upon the type of account (s) established.
  • Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients’ needs.
  • Prepare and review all new account paperwork to ensure documents are complete and in good order.
  • Proactively participate in firm initiatives directed by local management and attend functions as needed.
  • Follow all established audit and compliance procedures.
  • Consistently document client service interactions into the CRM tool.
  • Actively engage in available training and education programs to maintain status on policies, procedures, risk awareness, and technology.
  • Participates in and receives cross-training, as well as assists with other operational functions as required.
  • Delivering value, excellent service and providing a positive client experience.


The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  1. High School diploma or equivalent education and related training.
  2. Excellent interpersonal and communication skills.
  3. Attention to detail.
  4. Excellent organizational skills and ability to multitask in fast paced environment.
  5. FINRA Series 65 recommended, but not required.

  • Apply Now for Client Operations Specialist

    Moran Wealth Management® is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation
  • Max. file size: 128 MB.
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Succession Planning

Industry research reveals that a significant proportion of wealth management firm owners lack an effective succession plan, despite the median age of these proprietors being 49 years. The absence of adequate planning can result in negative consequences such as disruption in client service, reputational damage to the business, and the vulnerability of dependents including spouses and children. To address these concerns, a continuity plan is designed to protect the firm’s interests in the event of a disaster, while a succession plan aims to ensure the firm’s future by addressing matters like owner retirement.

In the absence of an internal plan, Moran Wealth Management® can offer resources for an external continuity and/or succession plan for your practice. Please feel free to contact us if you are interested in exploring this opportunity.


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Breakaway Brokers

Are you considering a move from a brokerage firm to a Registered Investment Advisor? Financial commitment and regulatory obligations may pose significant obstacles for advisors focused on client relationships and business development.

At Moran Wealth Management®, we have a robust infrastructure in place that provides compliance, human resources, operational support, and essential technology platforms for achieving business success. While not all advisors may align with our organizational philosophy, we welcome conversations with those interested in potentially becoming a part of Moran Wealth. Let’s discuss how your future could align with ours.


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