Senior Wealth Advisor
2 months ago
Job Title: Senior Wealth Advisor
Location: Miami, FL
About the company: Our client pride themselves on providing bespoke financial solutions to their esteemed clientele. Their team of dedicated professionals is committed to delivering exceptional service and personalized wealth management strategies. They are seeking a highly experienced and motivated Senior Wealth Advisor to join their Miami team.
Key Responsibilities:
- Develop and maintain strong relationships with high-net-worth clients, understanding their financial goals and providing tailored advice.
- Create comprehensive wealth management plans, including investment strategies, estate planning, tax optimization, and risk management.
- Monitor and review client portfolios, ensuring alignment with their objectives and market conditions.
- Collaborate with internal teams, including investment analysts, tax advisors, and legal experts, to deliver holistic financial solutions.
- Stay abreast of market trends, regulatory changes, and emerging financial products to provide informed recommendations.
- Conduct regular client meetings, reviews, and presentations to ensure ongoing satisfaction and trust.
- Mentor and support junior advisors, fostering a culture of continuous learning and professional development.
Qualifications:
- Bachelor’s degree in Finance, Economics, Business, or a related field; advanced degree or professional certifications (e.g., CFP, CFA) preferred.
- Minimum of 10 years of experience in wealth management or private banking, with a proven track record of success.
- Deep understanding of investment products, financial planning, and regulatory requirements.
- Exceptional interpersonal and communication skills, with the ability to build and maintain client relationships.
- Strong analytical and problem-solving abilities, with a keen attention to detail.
- High level of integrity, professionalism, and commitment to client confidentiality.
What you will get:
- Competitive salary and performance-based bonuses.
- Comprehensive benefits package, including health, dental, and retirement plans.
- Opportunities for professional growth and advancement within a prestigious financial institution.
- A collaborative and supportive work environment that values innovation and excellence.
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