Vice President, Private Wealth Advisor, Private Wealth Management Greater Miami, FL Area
About the Role
Greater Miami, FL Area (On-site)(Miami, Florida)
The Company is seeking a Private Wealth Advisor to join their dynamic team. The successful candidate will be responsible for building and nurturing client relationships, acting as a trusted advisor, and delivering holistic private wealth management advice. This role involves leveraging a unique background to create a business within the firm, partnering with internal and external experts to develop tailored advice, and providing exceptional client service with a focus on the highest ethical standards. The Private Wealth Advisor will also be expected to curate a network of intermediaries, provide unique access to investment opportunities, and maintain a strong network of relationships. Applicants must have a record of academic and professional achievement, with a minimum of four years' experience in private wealth management, financial services, or a related field. A background in sales, fundraising, business development, or investing is preferred. The role requires a candidate with a Series 7, 63, and 3 licenses, or the ability to obtain these licenses within three months of starting. The ideal candidate will have a strong network, an entrepreneurial spirit, and a desire to work in a team-oriented environment. Exceptional client focus, business development, and relationship management skills are essential, as is a commitment to excellence and a high level of integrity.
Functions:
- Finance
Est. Compensation
USD $150,000-$254,461 (total) per year
Estimated by Revelio Labs
About the Company
Prominent global investment bank
Industry
Financial Services
Type
Public Company (GS)
Age
employees
10,001+