Senior Financial Advisor

Our client is an esteemed wirehouse in the US. We are recruiting for a senior advisor in the greater Tampa marketplace, who is managing clients in the US or LATAM.



  • Book of clients with at least $150MM+ in assets.
  • The advisor will have a Hunter’s mentality and will work effortlessly to prospect and acquire new clients as well as new assets from new and existing client base.
  • Responsible for advising on and implementing investment, banking and trust/estate solutions for core clients with assistance from the integrated team
  • Ensure that the proposed solutions maximize the clients’ needs, goals and objectives.
  • The candidate’s performance will be measured by objectives using specific financial and client satisfaction objectives.



  • Significant experience in Private Banking & Wealth Management working with Ultra High Net individuals and entities
  • Proven track record in prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals.
  • Enthusiasm, appetite and proven experience in business development and client acquisition and a desire to travel extensively to build out your practice and deepen existing relationships.
  • Demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities.
  • Opportunities in traditional & alternative investment vehicles as well as experience with trust services and fiduciaries.
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