Job Description
Join Miami's premier wealth management firm as a Senior Financial Advisor and transform clients' financial futures. We're seeking a dynamic professional to build client relationships through personalized investment strategies, retirement planning, and comprehensive wealth solutions. Enjoy a collaborative culture with industry-leading technology and mentorship from top performers in the field.
Responsibilities
- Develop and execute customized financial plans for high-net-worth individuals and families
- Build and maintain robust client portfolios with diverse investment vehicles
- Drive new business acquisition through networking and client referrals
- Stay current on market trends, regulatory changes, and financial products
- Leverage CRM tools to track client interactions and pipeline growth
- Partner with internal teams (tax, legal) for holistic client solutions
- Present quarterly portfolio reviews and strategic financial advice
Qualifications
- Bachelor's degree in Finance, Economics, or related field (CFP/CFA preferred)
- 5+ years of financial advisory experience with proven client retention
- FINRA Series 7, 66, and state securities licenses in good standing
- Track record of meeting/exceeding sales targets ($1M+ AUM management)
- Exceptional communication and presentation skills
- Strong proficiency in financial planning software (e.g., MoneyGuidePro)
- Spanish language fluency required for diverse client base