Job Description

We are seeking an experienced and highly motivated Wealth Advisor to join a premier financial advisory firm in South Florida . This is a unique opportunity for a seasoned professional with a strong book of business to join a dynamic, client-focused team that values integrity, innovation, and long-term relationships.

As a Wealth Advisor, you will play a pivotal role in delivering personalized financial strategies to high-net-worth individuals and families. You will have access to robust resources, a collaborative environment, and the autonomy to grow your practice within a supportive infrastructure.

• Manage and grow a book of business with $100M-$500M in transferrable Assets Under Management (AUM)
• Provide comprehensive wealth management services including investment planning, estate planning, tax strategies, and retirement planning
• Build and maintain long-term relationships with clients, serving as a trusted advisor
• Collaborate with internal specialists and external partners to deliver holistic financial solutions
• Stay current on market trends, regulatory changes, and financial planning strategies
• Uphold the highest standards of fiduciary responsibility and ethical conduct

• Minimum $100M in transferrable AUM (up to $500M preferred)
• Series 65 license required
• CFP® (Certified Financial Planner) or CFA® (Chartered Financial Analyst) designation strongly preferred
• Proven track record of success in wealth management or private banking
• Exceptional interpersonal, communication, and relationship-building skills
• Deep understanding of financial markets, investment products, and planning strategies
• Entrepreneurial mindset with a client-first approach

• Competitive draw salary of $150,000-$225,000 , plus performance-based compensation
• Access to a full suite of investment, planning, and operational support
• A collaborative, high-performance culture with a focus on client success
• Opportunities for professional development and leadership

Job Tags

Similar Jobs