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, develop customized investment strategies, and drive growth in South Florida's thriving market. Our award-winning team offers industry-leading training, cutting-edge technology, and a collaborative culture focused on excellence. If you're passionate about financial planning and want to make a tangible impact, this is your opportunity to thrive.
Responsibilities
- Develop comprehensive financial plans including retirement, estate, and tax strategies
- Acquire and retain high-net-worth clients through targeted networking and referrals
- Analyze market trends and recommend suitable investment portfolios
- Ensure compliance with FINRA regulations and firm policies
- Utilize CRM systems to track client interactions and pipeline growth
- Collaborate with portfolio managers on asset allocation strategies
- Maintain Series 7, 66, and state insurance licenses
Qualifications
- 5+ years of financial advisory experience with proven track record
- Bachelor's degree in Finance, Economics, or related field
- Active FINRA Series 7 & 66 licenses
- Strong client acquisition and relationship management skills
- Expertise in retirement planning, investments, and risk management
- Proficiency in financial planning software (e.g., MoneyGuidePro)
- Exceptional communication and presentation abilities
- Spanish fluency highly preferred for diverse client base