Job Description
Join Wealth Horizon Partners, Miami's premier financial advisory firm, and accelerate your career in wealth management. We're seeking dynamic Financial Advisors to build high-net-worth client portfolios in one of America's most vibrant financial markets. Enjoy uncapped commission structures, industry-leading training, and a culture of innovation. Your expertise will transform clients' financial futures while securing your own professional legacy.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients including investment strategies, retirement planning, and tax optimization
- Cultivate and expand client relationships through personalized consultations and proactive portfolio management
- Analyze market trends and economic indicators to recommend adaptive wealth preservation strategies
- Collaborate with internal teams on complex estate planning and multi-generational wealth transfer solutions
- Maintain compliance with FINRA regulations and fiduciary standards while documenting all client interactions
- Drive business development through targeted networking and strategic partnerships in Miami's financial district
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA or CFP designation preferred)
- Active Series 7 and Series 66/63 licenses with clean regulatory record
- Minimum 3 years of experience in financial advisory or wealth management
- Proven track record of building and retaining high-net-worth client portfolios
- Exceptional presentation skills with ability to articulate complex financial concepts
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney Advisor)
- Fluency in Spanish highly valued for Miami's diverse client base