Data / Hiring / Personal Financial Advisors / Florida
Companies hiring Personal Financial Advisors in Florida: 89 certified H-1B and PERM cases, FY2023 to FY2026
39 employers had 89 certified H-1B and PERM cases for Personal Financial Advisors (occupation code 13-2052) with a worksite in Florida, decided through June 23, 2026; the median offered wage is $150,000 a year.
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Employers hiring Personal Financial Advisors in Florida
| Employer | Worksite cities | Cases | Job titles | Median offered | Median prevailing | Latest decision | Source |
|---|---|---|---|---|---|---|---|
| JPMorgan Chase & Co. | Miami, Sarasota | 25 | SC Banker; Executive Director, SC Banker; Banker | $165,000 | $144,342 | May 15, 2026 | dol.gov |
| XP Investments US, LLC | Miami, Aventura | 8 | Financial Advisor; Associate Financial Advisor; Head of Third Party Clients | $168,709 | $168,709 | May 12, 2026 | dol.gov |
| Citibank, N.A. | Miami | 6 | Private Banker Principal; Private Banker Senior Lead, SVP; Private Banker Senior Lead | $275,000 | $192,442 | June 23, 2026 | dol.gov |
| UBS Financial Services Inc. | Coral Gables | 6 | Senior Vice President, Financial Advisor 000148; Senior Vice President, Financial Advisor; Senior Vice President, International Private Wealth Advisor | $172,500 | $162,729 | March 4, 2026 | dol.gov |
| Compass Group Holdings Inc. | Miami | 5 | Vice President Client Advisor; Client Advisor Analyst | $210,000 | $141,565 | July 14, 2025 | dol.gov |
| Occidental Asset Management, LLC | Altamonte Springs | 3 | Financial Advisor; Director of Business Development | $70,366 | $86,247 | November 25, 2025 | dol.gov |
| United Capital Financial Advisors, LLC | Fort Lauderdale | 2 | Relationship Manager | $72,895 | $46,946 | November 3, 2025 | dol.gov |
| Insigneo Securities, LLC | Miami | 2 | Wealth Desk Associate-US; Financial Advisor | $119,250 | $110,188 | May 20, 2026 | dol.gov |
| Nfn King Of Prussia LLC | Miami | 2 | Vice President of Business Development; Account Manager | $108,500 | $101,806 | March 1, 2024 | dol.gov |
| Rockefeller Capital Management L.P. | Miami | 1 | Private Advisor, Managing Director | $170,000 | $168,709 | November 28, 2025 | dol.gov |
| Bradesco Bank | Coral Gables | 1 | Personal Financial Advisor | $91,915 | $55,266 | April 27, 2026 | dol.gov |
| Legacy Private Wealth Management LLC | Ocala | 1 | Advisor Associate | $46,925 | $46,925 | May 6, 2026 | dol.gov |
| Veltria Advisors Corp. | Miami | 1 | Personal Financial Advisors | $120,000 | $111,987 | May 6, 2026 | dol.gov |
| Safra National Bank of New York | Aventura | 1 | IT Governance Specialist | $150,000 | $111,987 | June 4, 2026 | dol.gov |
| Sterling Wealth Advisors, Inc. | Plantation | 1 | Client Service Associate | $70,000 | $55,266 | June 15, 2026 | dol.gov |
| Banco Santander International | Miami | 1 | Vice President, Senior Banker | $192,442 | Not listed | November 3, 2025 | dol.gov |
| Amerant Bank N.A. | Coral Gables | 1 | Registered Client Associate II | $103,000 | Not listed | December 10, 2025 | dol.gov |
| Rozencwaig & Nadel LLP | Hallandale Beach | 1 | Director of Family-Business Consulting Services | $101,816 | Not listed | March 7, 2026 | dol.gov |
| CV Advisors, LLC | Aventura | 1 | Associate Portfolio Manager | $140,000 | $111,987 | August 14, 2025 | dol.gov |
| BTG Pactual US Capital LLC | Miami | 1 | Financial Advisor | $56,493 | Not listed | May 15, 2025 | dol.gov |
| Banco Itau International | Miami | 1 | Personal Wealth - Broker | $192,442 | Not listed | June 3, 2025 | dol.gov |
| Patch and Clean Management Corp | Orlando | 1 | Financial Advisor | $46,093 | Not listed | July 16, 2025 | dol.gov |
| Vizcaya Capital LLC | Miami | 1 | Financial Advisor | $102,000 | Not listed | August 8, 2025 | dol.gov |
| S3 Global Multi-Strategy H LLC | Hollywood | 1 | Financial Planning Analyst | $85,000 | Not listed | August 29, 2025 | dol.gov |
| Pence Financial Group LLC | Windermere | 1 | Limited Professional Liability (LPL) Financial Advisor | $80,000 | Not listed | September 8, 2025 | dol.gov |
| REGAL CAPITAL & PROPERTY MANAGEMENT, INC - Former Known as DLA & VOI Co. | Doral | 1 | Real Estate Investment Analyst for Foreign Investors | $42,016 | Not listed | January 6, 2025 | dol.gov |
| Silver Edge Financial Group | Jupiter | 1 | Financial Advisor & Financial Planning Specialist | $141,565 | Not listed | February 10, 2025 | dol.gov |
| Blokhaus Real Estate + Investments, Inc. | Miami Beach | 1 | Market Intelligence Analyst, Real Estate | $45,000 | Not listed | February 24, 2025 | dol.gov |
| USA Accounting 4 Us, Corp. | Miramar | 1 | International Taxation Advisor | $42,100 | Not listed | February 27, 2025 | dol.gov |
| City National Bank of Florida | Coral Gables | 1 | Client Service Specialist | $55,018 | $46,946 | June 9, 2025 | dol.gov |
| SJ Law Group, PLLC | Miami | 1 | International Tax and Wealth Advisor | $102,000 | $101,837 | June 2, 2025 | dol.gov |
| Linda S. Lubitz, Cfp, P.A. | Coral Gables | 1 | Client Services Manager | $65,000 | $46,946 | April 17, 2025 | dol.gov |
| Mazzmar LLC | Miami | 1 | Personal Financial Advisor | $77,000 | $46,946 | April 16, 2025 | dol.gov |
| Larch Capital Partners LLC | Miami | 1 | Investment Advisory Associate | $110,000 | $101,816 | June 20, 2024 | dol.gov |
| Wealthspire Advisors LLC | Palm Beach Gardens | 1 | Advisor Associate 7837532 | $57,500 | $56,493 | December 8, 2023 | dol.gov |
| NFP Corp | Palm Beach Gardens | 1 | Advisor Associate 7630125 | $57,500 | $56,493 | September 15, 2023 | dol.gov |
| Bradesco Investments Inc | Coral Gables | 1 | Senior Wealth Planning Advisor | $110,000 | $108,389 | May 8, 2023 | dol.gov |
| Credicorp Capital LLC | Miami | 1 | Associate Financial Advisor | $113,000 | $108,389 | November 30, 2022 | dol.gov |
| Merrill Lynch | Jacksonville | 1 | Assistant Vice President ; Financial Solutions Advisor | $70,000 | $49,837 | November 25, 2022 | dol.gov |
Updated June 23, 2026. Read from US Department of Labor, Office of Foreign Labor Certification. Public domain (U.S. government work). A certified labor condition application (H-1B, H-1B1, E-3) or PERM labor certification is an employer filing the Department of Labor approved. It is not a count of people hired or visas issued. Wages are as the employer filed them, converted to a yearly figure at 2,080 hours; a wage whose unit is missing is left blank. The files show the first worksite of a case. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.