Financial Advisor

4 days ago

Miami, Florida, United States LaTeam Partners Full time $1,000,000 - $2,000,000 per year

Financial AdvisorLocation:Miami (FL)About Activest Wealth ManagementAs one of the leading independent wealth-management firms, Activest's mission is toEmpower Families, Build Legacies, Impact Lives. We deliver personalized, transparent, and independent financial-advisory services for high-net-worth families and multi-generational clients. Our platform offers innovative solutions, a broad global custodian network, and access to alternative investments, hedge funds, private equity and real-estate strategies.Role PurposeYou will build and lead a high-net-worth advisory practice, focusing on clients with significant investable assets. You will be responsible for growing and managing a portfolio of sophisticated clients, providing comprehensive wealth-management solutions, delivering a consistent return on assets (~0.65% ROA), and ensuring each client meets the minimum threshold of US $2 million. You will also leverage Activest's infrastructure—technology, investment team, compliance, marketing—to amplify your client service and business growth.Key ResponsibilitiesDevelop and maintain a portfolio with minimum AUM of US $200 million (or US $400 million in mixed/brokerage model).Onboard and manage clients with investable assets starting at US $2 million.Deliver investment outcomes in line with target ROA of ~0.65%.Provide holistic advisory services: asset allocation, alternative investments, family-office solutions, risk & legacy planning.Utilize Activest's support infrastructure: advanced tech stack, operations, legal/compliance, marketing & communications.Cultivate and deepen long-term client relationships, aligning with the firm's value of service, independence and integrated solutions.Collaborate with internal teams across portfolio management, operations, marketing and compliance to deliver exceptional client service.Drive new business growth while retaining high client satisfaction (Activest reports >90% retention for transitioning advisors).Operate with full integrity, excellence, and a human-centric approach consistent with the firm's culture.Candidate ProfileProven track record managing a book of high-net-worth clients and achieving strong ROA.Portfolio AUM of at least US $200 million in advisory model (or US $400 million in brokerage/mixed).Experience working with investable assets of US $2 million minimum per client.Strong business development orientation while maintaining high client service and retention.Comfortable working in a collaborative and entrepreneurial environment, leveraging firm infrastructure.Excellent communication skills in English and Spanish preferred (Mexico/LatAm focus).Based in Miami or MexicoMust adhere to fiduciary standards and compliance requirements.What We OfferAccess to a leading wealth-management platform with global custodians, sophisticated tech and alternative investment access.Freedom to focus on relationships and growth while supported by back-office, compliance, marketing and operations.Competitive compensation tied to growth, performance and client outcomes.Opportunity to build or expand your practice in a firm celebrated for client impact and advisor enablement

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