Senior Financial Advisor
Senior Financial Advisor
UBER Search Partners | BRIDGE
Miami, FL
See who UBER Search Partners | BRIDGE has hired for this role
Senior Financial Advisor
Location: Miami area
Our client, a fast-growing wealth management firm, is seeking an experienced Financial Advisor to join their team. The ideal candidate must have experience serving high net worth individuals and a mastery of traditional investment policy planning, asset allocation and portfolio implementation. Above all, the Senior Financial Advisor will be dedicated to developing best-in-class client service. The Firm will support the candidate’s entrepreneurship and facilitate their growth as well as provide access to unique direct investment and co-investment opportunities.
Responsibilities
- Provide a high level of individualized, comprehensive services and investment strategies to clients
- Demonstrated long-standing client retention and ability to maintain and grow a book of business
- Deliver presentations and create proposals to prospective clients
- Build brand awareness and market services
- Maintain high level of financial and industry knowledge
- Utilize established referral network and network with referral sources
- Work with home office to allocate and manage clients’ financial interests
- Service clients, oversee portfolio management and client retention
Qualifications
- Bachelor’s degree and minimum of ten years of experience in wealth management, financial advisory or other financial services with a history of success
- CFP or CFA preferred but not required
- Demonstrated ability to work both independently and as a team to achieve shared goals
- Knowledge of private equity and alternative investments
- Experience with asset aggregation technology, such as Addepar
- Computer skills: Outlook, Excel, Word and PowerPoint
- Clean background and credit checks
Thank you for your interest. Please submit your resume for consideration. All qualified applicants will be considered.
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Seniority level
Mid-Senior level -
Employment type
Full-time -
Job function
Finance, Sales, and Business Development -
Industries
Financial Services and Investment Management
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See who you knowFeatured Benefits
Inferred from the description for this job
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Medical insurance -
Dental insurance -
Vision insurance -
401(k) -
Paid maternity leave -
Paid paternity leave -
Disability insurance
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