Careers

Firm growth and stability are the cornerstone of our success. Our focus on rewarding employee commitment and loyalty exemplifies our entrepreneurial spirit and innovative approach. We are committed to fostering a nurturing environment where both equity members and employees are fully invested in the firm’s longevity and the success of the clients we serve. Moran Wealth Management® is responsible for over $5 billion in assets under management (AUM) as of 12/31/2024.

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 Consultant

As a Financial Consultant, you will serve as a trusted planner and wealth strategist, helping clients navigate investment strategies, retirement planning, tax planning, and wealth preservation.

Client Operations Specialist

As a Client Operations Specialist, you’ll play a vital role in ensuring a seamless client experience by coordinating service requests, maintaining account documentation, and supporting financial advisors with administrative tasks. Responsibilities include handling routine maintenance, onboarding new accounts, and proactively engaging with clients to identify solutions that meet their financial needs.

Financial Advisor

As a Financial Advisor at Moran Wealth Management®, you’ll focus on creating customized investment solutions to help clients achieve their financial goals. Your responsibilities will include managing client relationships, designing financial plans, and leveraging a strong professional network to provide expert guidance.

Breakaway Brokers

At Moran Wealth Management®, seasoned brokers will gain access to a comprehensive suite of resources to support their practice. Your role will include managing your existing client relationships while leveraging our infrastructure, compliance, and operational support to focus on growth.

Succession Planning

Partnering with Moran Wealth Management® for succession planning allows you to secure the future of your practice. Your focus will be on ensuring a smooth transition for your clients while protecting the integrity and legacy of your firm.