Senior Financial Advisor

2 weeks ago

Miami, United States Cooper White Group Full time

Role: Senior Financial Advisor - USA (SVP/Principal)


Our client is a powerhouse Wealth Advisor - Nationally recognised as one of the best places to work alongside one of the strongest compensation models in North America. Renowned for its commitment to excellence, integrity, and client-centric approach. With a rich history of serving high-net-worth individuals and institutions, we are certain of adding value to you and your clients


Job Description:


You will have the opportunity to work with some of the most discerning Advisors / Leaders in the US. Your primary responsibility will be to provide comprehensive financial planning and investment management services tailored to the unique needs and objectives of each client.


Location(s): over 50 office locations in the US to choose from.


Key Responsibilities:


  • Build and maintain strong relationships with high-net-worth individuals, families, and institutions.
  • Conduct in-depth financial analyses to understand clients' financial situations, goals, and risk tolerance.
  • Develop and implement personalized financial plans encompassing investment strategies, retirement planning, estate planning, tax optimization, and more.
  • Proactively monitor clients' portfolios and market trends to identify opportunities and mitigate risks.
  • Provide ongoing guidance and support to clients, ensuring their financial plans remain aligned with their evolving needs and objectives.
  • Collaborate with internal teams, including portfolio managers, analysts, and support staff, to deliver exceptional service and outcomes for clients.


Qualifications:


  • Bachelor's degree in Finance, Economics, Business, or a related field (advanced degrees and certifications such as CFP, CFA, or MBA are preferred).
  • Minimum of 7 years of experience in financial planning, wealth management, or a related role, with a proven track record of success.
  • Deep understanding of financial markets, investment products, and wealth management strategies.
  • Excellent interpersonal and communication skills, with the ability to build trust and rapport with clients and colleagues.
  • Strong analytical and problem-solving abilities, with a keen attention to detail.
  • Series 7 and 66 (or 63/65) licenses required; additional licenses and registrations may be necessary depending on the scope of client engagements.


Benefits:


  • Competitive compensation package, including base salary, performance-based bonuses, and benefits.
  • Opportunities for professional development and advancement within a dynamic and growing organization.
  • Access to cutting-edge technology, research, and resources to support your work.
  • A collaborative and supportive work environment with a focus on teamwork and excellence.

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