Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth Advisor Elite Client Strategy & Leadership

$200k - $400k

Guerra Financial Group

Guerra Wealth Advisors is seeking a Senior Wealth Advisor to manage complex client relationships in Miami, FL. In this role, you will leverage your financial planning expertise to deliver superior service to high-net-worth clients and mentor junior advisors. We offer elite earning potential of $200,000 to $400,000+ annually, supported by a robust internal structure that allows you to focus on client success. #J-18808-Ljbffr

Vacancy posted 20 hours ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor Elite Client Strategy & Leadership in Doral, FL vacancy
  • $200k - $400k

     ...Meet Guerra Wealth Advisors At Guerra Wealth Advisors...  ...serving clients in South Florida...  ...professional seeking elite earning potential...  ...your name. Role: Senior Wealth Advisor The...  ...elevated production, leadership, and cultural...  ...remains on client strategy, relationship expansion... 
    Senior
    Full time
    Work at office
    Home office
    Afternoon shift
    Weekday work

    Guerra Financial Group

    Doral, FL
    21 hours ago
  • $72.88k - $109.32k

    Citi is seeking a Sr. Analyst in Wealth Relationship Management to enhance client relationships in Miami, Florida. The ideal candidate will leverage their 5-8 years of experience to provide comprehensive financial solutions to affluent clients. This role requires strong... 
    Senior

    Citi

    Miami, FL
    3 days ago
  • Truist in Miami is looking for a primary relationship advisor for high net worth clients. You will develop client relationships through needs-based service and deliver the full suite of Truist Wealth solutions. The role requires strong sales and relationship management... 
    Senior

    Truist

    Miami, FL
    3 days ago
  • Suffolk Construction in Miami is seeking a Project Executive who will provide overall leadership and direction on construction projects, ensuring fiscal success and client satisfaction. The ideal candidate will have a Bachelor’s degree and 10-15 years of relevant experience... 
    Senior

    Suffolk Construction

    Miami, FL
    2 days ago
  • $112.5k - $190k

     ...professional for a role focusing on developing and managing institutional client relationships. The desired candidate holds a Bachelor's Degree...  ...opportunities and working closely with teams to implement strategies. With a competitive salary range of $112,500 to $190,000, this... 
    Senior

    Santander US

    Miami, FL
    5 days ago
  • $70k

    Overview The Senior Wealth Advisor SAFE Act is a seasoned professional role....  ...Regularly assumes informal/formal leadership role within teams. Involved...  ...relationships with new clients with the goal of bringing...  ...and financial planning strategies preferred Must be a self-starter... 
    Senior
    Full time
    Work at office

    Citigroup Inc.

    Miami, FL
    2 days ago
  • Citigroup Inc. is seeking a Financial Advisor in Miami, Florida, to provide financial and investment services to an Ultra high Net Worth client base. You will be responsible for managing client accounts, conducting financial market analyses, and developing relationships... 
    Senior
    Full time

    Citigroup Inc.

    Miami, FL
    4 days ago
  • $179.3k - $313.7k

     ...Job Description The NA Client ServicesSr. Directorof Business Operations and Strategy is a key regional leadership role and is a member of the NA Client Services Leadership Team, reporting to the NA regional SVP. The individual is responsible for managing multiple regional... 
    Senior
    Work experience placement
    Work at office
    Local area

    Nashville Public Radio

    Doral, FL
    4 days ago
  •  ...Regions Financial Corporation seeks a Private Wealth Management Advisor in Coral Gables, Florida. The role emphasizes developing and managing a portfolio of affluent client relationships, providing financial advisory services, and collaborating with internal teams. Candidates... 
    Senior
    Full time

    Regions Bank

    Coral Gables, FL
    20 hours ago
  • Job Title: Senior Strategy Advisor—Strategic Deals Iron Mountain is seeking a...  ...Strategic Deals team. In this client‑facing role, you will serve...  ...Strategic Deals team is an elite group of digital solution...  ...Work hand‑in‑hand with client leadership to shape bespoke SaaS... 
    Senior
    Contract work
    Flexible hours

    Iron Mountain

    Miami, FL
    5 days ago
  • $76k - $125.3k

     ...for a wide range of clients and colleagues....  ...your professional leadership and business acumen...  ...develop into a trusted advisor role to client....  ...tax planning strategies and translate complex...  ...understanding of estate and wealth planning...  ...confidence to challenge senior colleagues and... 
    Senior
    Work experience placement
    Summer holiday
    Local area
    Flexible hours

    Ernst & Young Oman

    Doral, FL
    5 days ago
  •  ...Berkowitz Pollack Brant Advisors + CPAs, LLP is seeking a Principal in International Tax Services to drive strategy and growth of international tax services. This senior leadership role involves advising multinational clients on complex tax matters, leading engagements... 
    Senior

    Berkowitz Pollack Brant Advisors + CPAs, LLP

    Doral, FL
    5 days ago
  •  ...Hispanic Alliance for Career Enhancement seeks a Senior Private Wealth Advisor, Practice Lead, to empower clients in achieving long-term financial freedom....  ...financial services, expertise in wealth management strategies, and exceptional interpersonal skills. A Bachelor... 
    Senior
    Private practice

    Hispanic Alliance for Career Enhancement

    Doral, FL
    4 days ago
  • $120k

    ## Senior Wealth Advisor SAFE ActApplylocations: Miami Florida United Statestime type: Full timeposted...  ...field and contributes to directional strategy by considering their application in...  ...investment services to an Ultra high Net Worth client base in the United States.* Manage... 
    Senior
    Full time

    Citibank (Switzerland) AG

    Doral, FL
    4 days ago
  • Truist is seeking a Lending Advisor for their Miami location to provide customized credit strategies for high net worth clients. The role includes collaborating with Wealth Advisors to present innovative lending solutions and ensuring a seamless client experience. Candidates... 
    Senior

    Truist

    Miami, FL
    4 days ago
  • $10,000 per month

     ...Senior Talent & Business Solutions Consultant (Accounting & Finance...  ...Ownership – Control your clients, candidates, and deals Accounting...  ...Finance (Analysts, FP&A, Leadership) A/P, A/R, Payroll, and...  ...autonomy over their desk and strategy ~ Long-term client... 
    Senior
    Temporary work

    PrideStaff Financial

    Miami, FL
    1 day ago
  •  ...Cardata is looking for an experienced Wealth Advisor in Miami, FL. The ideal candidate will have over 7...  ...experience, particularly serving ultra-high-net-worth clients. Responsibilities include creating tailored financial strategies, advising on estate planning, and ensuring... 

    CarData

    Doral, FL
    20 hours ago
  • $114k - $165.3k

     ...Miami areas and is excited to meet with clients in person, if needed. **This position...  ...in addition to the base salary** The Senior Private Wealth Advisor, Practice Lead plays a vital role in...  ...to clearly explain the ‘Personal Strategy' investment strategy; recommend, implement... 
    Senior
    16 hours
    Temporary work
    Work experience placement
    Casual work
    Private practice
    Work at office
    Local area
    Remote work
    Work from home
    Flexible hours

    Hispanic Alliance for Career Enhancement

    Doral, FL
    4 days ago
  • $165.5k - $206.9k

     ...General Counsel - Litigation, to manage high-impact litigation and advise senior leaders. The ideal candidate will have a Juris Doctor, with 10-15 years legal experience in litigation, and strong leadership skills. This role involves overseeing outside counsel, managing... 
    Senior

    Lennar USA

    Miami, FL
    2 days ago
  • $70k

    Overview The Senior Wealth Advisor SAFE Act is a senior strategic professional who closely follows...  ...investment services to an Ultra high Net Worth client base in the United States. Manage...  ...and jointly develop financial strategies with the Private Bankers. Conduct sophisticated... 
    Senior
    Full time
    Work at office

    Citigroup Inc.

    Miami, FL
    4 days ago
  •  ...Job Description Our client is looking for a Senior Client Partner to bring their...  ...will serve as a trusted advisor to senior executives across...  ...ownership, and solution leadership in the Logistics sector. Strong...  ...aligning client business strategies with AI/Data/Analytics-... 
    Senior

    HDJ + Associates, Inc.

    Miami, FL
    5 days ago
  • $105k - $250k

    Citizens Bank in Miami, Florida is seeking a Wealth Advisor to develop tailored wealth management strategies, enhance relationships with key partners, and proactively engage clients. Applicants should have active financial licenses and a minimum of two years' experience... 
    Flexible hours

    Citizens Bank

    Miami, FL
    4 days ago
  • Goldman Sachs in Miami, FL is seeking an Associate, Non-Self-Sustaining Advisor to create wealth management strategies for ultra-high net worth clients, mainly from Mexico. The role involves advising clients, formulating investment views, and expanding business networks... 

    Goldman Sachs

    Miami, FL
    3 days ago
  •  ...seeking an Associate, Non-Self-Sustaining Advisor in Miami, Florida. This role involves creating wealth management plans for ultra-high net worth individuals...  ...Spanish. Responsibilities include advising clients on investment strategies and expanding the client base. The ideal... 

    The Goldman Sachs Group

    Miami, FL
    3 days ago
  • Bank of America is seeking an experienced individual to lead the Client Management Process and enhance client experiences. The ideal candidate will have over 12 years in private banking or complex financial services, with a proven ability to drive business development... 
    Senior

    Bank of America

    Miami, FL
    3 days ago
  •  ...that combines expert advisors with cutting-edge...  ..., tailored wealth management experience...  ...about helping their clients and our teammates...  ...leverage Farther's elite tech stack to provide...  ...planning strategies rather than business...  ...partner closely with leadership and centralized teams... 
    Work at office

    Cardata

    Miami, FL
    17 hours ago
  •  ...: Available Company Overview Our client is a globally recognized industry leader...  ...the opportunity to work closely with senior leadership, gain broad exposure to strategic and operational...  .... Position Summary The Senior Strategy & Risk Analyst will play a key role in... 
    Senior
    Relocation package

    Triumph Professional Staffing

    Miami, FL
    9 days ago
  • $77k - $214k

     ...opportunity to help our clients solve their business...  ...plan with the business strategy. You'll focus on...  ...Professional; our global leadership development framework....  ...in the future. As a Senior Associate, you'll work...  ...technology-enabled tax advisors who provide significance... 
    Senior
    Full time
    H1b
    Local area

    PwC

    Miami, FL
    6 days ago
  • A wealth management firm in Florida is seeking an experienced Wealth Advisor to provide high-touch service to ultra-high-net-worth clients. The ideal candidate will have over 7 years of experience...  ...management, focusing on complex strategies related to estate planning and... 

    Farther

    Miami, FL
    1 day ago
  •  ...Position Title: Senior Talent Acquisition ManagerLocation: Pembroke...  ...requisitions, driving hiring strategy, owning hiring outcomes,...  ...strategic partner to senior leadership while also executing at a high...  ...relationships with our employees and clients. We are looking for the right... 
    Senior
    Temporary work

    Ces Consultants

    Miami, FL
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Advisor Elite Client Strategy & Leadership. Be the first to apply!