Wealth Advisor
3 weeks ago
Divergent Capital Asset Management: Private Wealth Advisor
About Us:
At Divergent Capital Asset Management, our mission is simple: to create an ecosystem of support that empowers our wealth advisors with the freedom and resources needed to build and grow their business. Our holistic platform is designed to simplify processes and eliminate obstacles, allowing our advisors to focus on what truly matters – their clients.
Divergent Capital Asset Management is a Registered Investment Advisor providing Private Wealth Management, Alternative Asset Management and Outsourced Chief Investment Officer solutions to select individuals and families, RIAs and institutions.
Position Overview:
We are seeking entrepreneurial and experienced private wealth advisors servicing high-net-worth clients and families to join our team in Florida, Georgia, Texas, and California. Divergent provides a fully-integrated service model featuring shared infrastructure, comprehensive solutions, practice management, investment and thought leadership, ensuring our advisors receive best-in-class support and innovative strategies to serve their clients holistically. Our team specializes in alternative investments and advanced, sophisticated planning strategies, acting as in-house specialists for our advisors.
Responsibilities:
- Manage, retain, and grow business relationships with existing clients.
- Develop and implement comprehensive wealth management strategies tailored to individual client needs and financial goals through thorough financial assessments.
- Actively prospect and acquire new clients through client acquisition strategies, networking, referrals, and community outreach efforts.
- Manage relationships with prospective clients to achieve higher conversion rates.
Qualifications:
- Transferrable book of business with a minimum of $25M AUM.
- Entrepreneurial mindset with a proactive approach to business development and client acquisition.
- Proven ability to build and manage a successful book of business, demonstrating strong client retention and revenue growth.
- Demonstrated commitment to ethical conduct and compliance with industry regulations and best practices.
- Highly professional work ethic.
Benefits:
- Highly competitive compensation structure.
- 100% company-covered dental, health, and vision insurance.
- Company 401(k) plan.
If you are an experienced and driven wealth advisor looking to join a supportive and innovative firm, we invite you to explore the opportunities at Divergent Capital Asset Management. Apply now to become part of our dynamic team dedicated to empowering advisors and their clients.
Company DescriptionIn-home kitchen and Bath salesCompany DescriptionIn-home kitchen and Bath sales-
Wealth Advisor
1 month ago
Miami, United States Guerra Wealth Advisors Full timeIf you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is calling your name! With a dedicated team generating leads, managing administrative tasks and scheduling your client meetings, you’re able to spend 90% of your time sitting with clients and prospects providing superior service. As a boutique firm, we offer the...
-
Wealth Management Associate
1 week ago
Miami, United States Guerra Wealth Advisors Full timeIf you're seeking a role where you can truly impact people's lives, Guerra Wealth Advisors is calling your nameThe Wealth Management Associate is the liaison between clients and the advisor providing excellent individualized client service and developing long-term relationships with clients. This position has an uncapped commission structure (+salary) with...
-
Wealth Management Associate
2 months ago
Miami, United States Guerra Wealth Advisors Full timeIf you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is calling your name!The Wealth Management Associate is the liaison between clients and the advisor providing excellent individualized client service and developing long-term relationships with clients. This position has an uncapped commission structure (+salary)...
-
Wealth Management Associate
3 weeks ago
Miami, United States Guerra Wealth Advisors Full timeIf you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is calling your name!The Wealth Management Associate is the liaison between clients and the advisor providing excellent individualized client service and developing long-term relationships with clients. This position has an uncapped commission structure (+salary)...
-
Wealth Management Associate
2 months ago
Miami, United States Guerra Wealth Advisors Full timeIf you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is calling your name!The Wealth Management Associate is the liaison between clients and the advisor providing excellent individualized client service and developing long-term relationships with clients. This position has an uncapped commission structure (+salary)...
-
Wealth Management Associate
3 weeks ago
Miami, United States Guerra Wealth Advisors Full timeIf you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is calling your name!The Wealth Management Associate is the liaison between clients and the advisor providing excellent individualized client service and developing long-term relationships with clients. This position has an uncapped commission structure (+salary)...
-
Wealth Management Assistant
2 weeks ago
Miami, United States Guerra Wealth Advisors Full timeIf you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is calling your name! The Wealth Management Assistant is the liaison between the Sr. Financial Advisor, their clients, and the firm. From the beginning of the sales cycle to the ongoing relationship with the client, you are continuously providing excellent...
-
Wealth Management Assistant
1 week ago
Miami, United States Guerra Wealth Advisors Full timeIf you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is calling your name! The Wealth Management Assistant is the liaison between the Sr. Financial Advisor, their clients, and the firm. From the beginning of the sales cycle to the ongoing relationship with the client, you are continuously providing excellent...
-
Wealth Management Associate
1 week ago
Miami, United States Guerra Wealth Advisors Full timeIf you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is calling your name!The Wealth Management Associate is the liaison between clients and the advisor, providing excellent individualized client service and developing long-term relationships with clients. This position has an uncapped commission structure (+salary)...
-
Wealth Management Associate
5 days ago
Miami, United States Guerra Wealth Advisors Full timeIf you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is calling your name!The Wealth Management Associate is the liaison between clients and the advisor, providing excellent individualized client service and developing long-term relationships with clients. This position has an uncapped commission structure (+salary)...
-
Financial Advisor
3 weeks ago
Miami, United States Guerra Wealth Advisors Full timeIf you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is calling your name! With a dedicated team generating leads, managing administrative tasks and scheduling your client meetings, you’re able to spend 90% of your time sitting with clients and prospects providing superior service. As a boutique firm, we offer the...
-
Financial Advisor
1 week ago
Miami, United States Guerra Wealth Advisors Full timeIf you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is calling your name! With a dedicated team generating leads, managing administrative tasks and scheduling your client meetings, you’re able to spend 90% of your time sitting with clients and prospects providing superior service. As a boutique firm, we offer the...
-
Wealth Advisor III
3 weeks ago
Miami, United States Truist Financial Full timeThe position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need...
-
Wealth Strategist
1 month ago
Miami, United States Bank of America Full timeDescription : The Private Wealth Strategist, part of Merrill’s Strategic Wealth Advisory Group, works with UHNW individuals and families to provide objective insights aimed at aligning financial and estate strategies with their goals. This is a highly visible position within Merrill Private Wealth Management (PWM) that works closely with Merrill...
-
Wealth Strategist
3 weeks ago
Miami, United States Bank of America Full timeDescription : The Private Wealth Strategist, part of Merrill’s Strategic Wealth Advisory Group, works with UHNW individuals and families to provide objective insights aimed at aligning financial and estate strategies with their goals. This is a highly visible position within Merrill Private Wealth Management (PWM) that works closely with Merrill...
-
Client Service Associate
7 hours ago
Miami, United States NewEdge Wealth Full timeJob Summary:Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide...
-
Client Service Associate
1 day ago
Miami, United States NewEdge Wealth Full timeJob Summary:Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide...
-
Wealth Management Associate
1 month ago
Miami, United States Grove Bank & Trust Full timeJob DescriptionJob DescriptionThe Wealth Management Associate role provides general support to the areas of trust and portfolio management. Effectively communicates and provides updates to the department team on administrative issues. Executes administrative deliverables. Collaborates with key internal partners and colleagues to deliver a seamless client...
-
Wealth Management
5 days ago
Miami, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s Latin America Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will...
-
Prospect Appointment Setter
6 days ago
Miami, United States Guerra Wealth Advisors Full timeIf you're seeking a role where you can truly impact people's lives, Guerra Wealth Advisors is calling your name! The Prospect Appointment Setter is the gatekeeper between prospects and their future financial freedom. With a sales-driven mentality and an uncapped commission structure (+salary) you will play a pivotal role in filling up the financial advisor's...
