Wealth Management Advisor

We are currently working with a boutique Family Office in Miami, that are building out their advisory team. We are seeking Private Bankers/Wealth Managers with a domestic or international book of clients.

Responsibilities/Requirements:

  • 15+ year’s experience as a Financial Advisor/Wealth Manager/Private Banker
  • Book of clientele in the $100MM+ range up to $1BB+
  • Strong desire to build and secure new relationships and assets for the firm
  • Ability to integrate and sell investments that trade “off the screen” i.e. Private Placements, Real Estate, Merchant Banking and Private Equity offerings into existing client portfolios, where suitable
  • Strong background in international business
  • Strong connections in LATAM and the local markets in either Miami, DC, NYC or Europe
  • Ability to integrate into the culture of a pure FO/MFO
  • True entrepreneurial spirit and desire to make a difference in the life of your clients

 

These opportunities are for seasoned advisors who today will most likely be working in a private bank or broker dealer, without the exposure to the added product offerings of a Family Office. Fantastic culture and renowned management team.

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