Private Wealth Advisor

3 weeks ago

Miami, United States Corrales & Co. Full time

1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Compensation: 100% Production-Based with Competitive Payouts At Corrales & Co., we believe independent advisors deserve the freedom to serve clients with integrity, transparency, and genuine care—without unnecessary constraints. Our firm is built for advisors who value meaningful relationships, thoughtful advice, and access to high-quality investment resources that support long-term client outcomes. Why Corrales & Co We provide an environment designed to help experienced advisors grow responsibly and sustainably—with the independence to manage their client relationships and the support of a collaborative, client-first culture. Benefits True Independence: Recommend any product or solution across global public and private markets—no quotas, no proprietary push. Comprehensive Investment Support: Portfolio construction, manager research, and trading operations handled in partnership with our investment team. Open-Architecture Platform: Access institutional pricing and best-in‑class tools such as Orion, eMoney, Nitrogen, TaxPlanIQ, and institutional research. Private Markets & Alternatives: Curated access to private market and alternative investment opportunities. Strategic Custodial Relationships: Seamless integration with leading custodians and asset managers. Practice Management & Growth Support: Business development tools, resources, and coaching to help you deepen and scale client relationships. Family Office–Style Infrastructure: White‑glove onboarding, portfolio consolidation, tax‑aware planning, and multi‑generational wealth strategies to help you serve UHNW families with sophistication and scale. Flexible Structure: Operate remotely or in a hybrid capacity, with autonomy over your business decisions and client service model. Clear, Competitive Payouts: Transparent, straightforward economics without hidden platform fees. Who You Are A licensed financial advisor or wealth manager, typically managing $10M+ in AUM. 5+ years of experience in advisory or wealth management with strong, long-standing client relationships. Clean compliance record (U4/U5) and a strong ethical reputation. Proven track record managing high-net-worth client relationships and delivering comprehensive planning and investment advice. Strong business development skills with experience acquiring, converting, and retaining new clients. Entrepreneurial, relationship-oriented, and committed to delivering high-quality, fiduciary-minded advice. Looking for a supportive, values-aligned platform that enhances your ability to serve clients independently and effectively. The Opportunity This is a production-based role with competitive payouts and direct access to firm leadership, investment resources, and operational support. Advisors at Corrales & Co. operate in a partnership-style environment where collaboration, trust, and client care come first. You’ll have the freedom to build and grow your practice within a boutique firm that is deeply committed to tax‑efficient, multi‑asset, and multi‑generational wealth strategies. How to Apply If you are a dynamic Private Wealth Advisor with a passion for business development, client service, and strategic growth, we invite you to apply. Please send your resume and a brief cover letter to lcorrales@corralesco.com with the subject line: “Private Wealth Advisor Application – [Your Name]”. Seniority level Mid-Senior level Employment type Full‑time Job function Finance and Sales #J-18808-Ljbffr

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