Job Description
Join Miami's premier wealth management team as a Senior Financial Advisor. We're seeking dynamic professionals to build high-net-worth client portfolios in America's financial capital. Enjoy uncapped earning potential, comprehensive training, and a state-of-the-art workspace in the heart of Brickell.
Responsibilities
- Develop comprehensive financial plans for HNW clients ($1M+ AUM)
- Execute investment strategies across equities, bonds, and alternative assets
- Build and maintain robust client acquisition pipeline
- Coordinate with tax/legal professionals for holistic solutions
- Utilize CRM system to track client KPIs and compliance
- Present quarterly portfolio reviews and market insights
Qualifications
- FINRA Series 7/66 or equivalent licenses required
- 5+ years experience in financial advisory/wealth management
- Proven track record with HNW client acquisition
- CFP, CFA, or ChFC designation preferred
- Strong Spanish language skills a major plus
- Advanced proficiency in financial planning software