Senior Financial Advisor

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.