Vice President, Private Wealth Advisor, Private Wealth Management
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Vice President, Private Wealth Advisor, Private Wealth Management
About the Role
Greater Miami, FL Area(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
About the Company
Prominent global investment bank
Industry
Financial Services
Type
Public Company (GS)
Age
employees
10,001+
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