Senior Wealth Management Advisor - Miami, Florida , Full Time (MK)

Central Business Solutions, Inc

$250K — $450K *
Miami, FL 33186In-Person
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10-30 years of successful sales experience in wealth management or financial advising roles
  • Proven track record in retail financial investment sales, specifically with affluent clients
  • Active engagement in local community activities
  • Bachelor's degree required; MBA preferred
  • Located in the metro Miami, FL area

Responsibilities

  • Build and maintain relationships with high-net-worth clients
  • Advise clients on investment opportunities and financial strategies
  • Develop tailored wealth management solutions for clients
  • Collaborate with internal teams to provide excellent customer service
  • Engage in business development activities to expand client base

Benefits

  • Full suite of benefits offered
  • Excellent support provided for advisors
  • Extraordinary financial growth potential
  • No overnight travel required
  • Flexible work schedule without travel demands
Full Job Description
Industry: Financial Services - Investment Banking Job Category: Sales / Marketing Candidates should have 10-30 years successful sales experience as Senior Wealth Management Advisor or VP, Financial Advisor at an investment firm or financial or banking institution. Extensive experience dealing with affluent clients required.Must have a successful track record of retail financial investment sales (not wholesale sales). Must be active in community. Abook of business is not a requirement but preferred. Four-year college degree required, MBA preferred.Candidates should reside in the metro Miami FL area. There is no overnight travel. Excellent support provided. This position has extraordinary financial potential for a talented Wealth Management Advisor with a record of investment sales achievement. Security Clearance Required: No Visa Candidate Considered: No Compensation Base Salary - USD $250,000 to $450,000 Full-time Benefits - Full Relocation Assistance Available - No Commission Compensation - No Bonus Eligible - No Overtime Eligible - No Interview Travel Reimbursed - No Candidate Details 10+ to 15 years experience Seniority Level - Mid-Senior Management Experience Required - No Minimum Education - Bachelor's Degree Willingness to Travel - Never

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