Private Wealth Advisor
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Tampa, FL • West Palm Beach, FL • Fort Lauderdale, FL • Miami, FL
Full-time $130,000.00 - $220,000.00
Posted 11/25/2024
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Job Title: Private Wealth Advisor
Multiple openings available.
We're seeking an experienced leader to drive our advisory team to new heights.
Position Overview
The Private Wealth Advisor is responsible for delivering tailored financial strategies and investment solutions to high-net-worth clients. This role focuses on building long-term relationships and providing exceptional client service to enhance clients' financial well-being.
Key Responsibilities
• Develop and maintain strong relationships with high-net-worth clients
• Assess clients' financial needs and objectives to create customized wealth management strategies
• Provide investment advice and portfolio management services
• Stay current with market trends and investment opportunities
• Educate clients on financial products and services
• Collaborate with internal teams to deliver comprehensive financial solutions
• Conduct regular client reviews and adjust strategies as needed
• Ensure compliance with regulatory requirements and internal policies
Qualifications
• High End experience in Wealth management or Financial services
• Holds Series 7 and 63 licenses
• Bachelor's Degree in Finance, Business, or related field (preferred)
• Experience in Private Wealth Management or Trust services
• Strong client planning and relationship management skills
• Knowledge of risk management and compliance regulations
• Proven sales and coaching experience in a financial services environment
• Technical proficiency in financial planning software and tools
Benefits
Benefits:
• Full 401k, PTO, Health
• Competitive Pay : Based on experience, skills, and performance.
• Incentive Plans : Eligible for formulaic incentive plans.
For this position you must be currently authorized to work in the United States. We do not sponsor for this position.
Additional ways to apply
Preferred Skills
• NMLS
• Bachelor's Degree
• Master's Degree
• Management
• trust
• Private Wealth Management
• Financial Services
• Client Planning
• Recruiting
• Expense Management
Sam Steinwand is recruiting for this position and the positions below.
Email me to apply for this position
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