Senior Financial Advisor

Our client, a world class brokerage and investment firm is seeking wealth managers throughout the Florida market statewide:

  • Miami
  • Fort Lauderdale
  • Palm Beach
  • Key West
  • Orlando
  • Jupiter
  • Ft. Myers
  • Sarasota
  • Tampa
  • Stuart
  • Jacksonville
  • Tallahassee
  • Daytona Beach
  • Vero Beach
  • Naples

 

– A domestic or global book of clients from $45MM – $1BBMM+ in assets.

– Hunter’s mentality and will work effortlessly to prospect and acquire new clients as well as new assets from new and existing High Net Worth clients focused in the US.

– Responsible for advising on and implementing investment, banking and trust/estate solutions for core clients with assistance from the integrated team (Investor, Capital Advisor and Wealth Advisor).

– 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.

Qualifications:

– Significant experience in Private Banking & Wealth Management working with High Net individuals and families in the US.

– 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.

– Strong relationship management and team building skills; views team concept as critical to model.

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