Senior Financial Advisor

4 weeks ago


Miami FL USA, United States Norman Alex Full time

About the role: Senior Financial Advisor - Wealth Management Expert

We are seeking a top-producing Senior Financial Advisor to join our team at Norman Alex. This is an exceptional opportunity for a seasoned professional to leverage their expertise in wealth management and client acquisition to drive business growth.

Key Responsibilities:

- Develop and maintain a high-value client base, focusing on HNW/UHNW individuals and families

- Utilize a hunters mentality to prospect and acquire new clients, as well as new assets from existing clients

Requirements:

- Significant experience in wealth management, with a proven track record of client acquisition and retention

- Strong relationship management and team building skills, with a focus on delivering exceptional client experiences

- Ability to work effectively in a fast-paced environment, with a strong desire to travel and build out your practice

Benefits:

- Competitive compensation package, including solid deal bonuses and grid payouts

- Access to agnostic and open architecture platforms

- Opportunity to work in a dynamic and supportive team environment

Only candidates with portable client portfolios need apply. We are committed to building a team of exceptional professionals who share our passion for delivering exceptional client experiences.



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