Senior Financial Advisor - Miami
Norman Alex
About the job Senior Financial Advisor - Miami
We are recruiting Florid and nationally for top producing advisors/teams for several of our clients. Domestic and International business. Traditional brokerage and independents.
Requirements
- A domestic/international book of clients from $100MM - $2BBMM+ in assets
- Hunters mentality and will work effortlessly to prospect and acquire new clients as well as new assets from new and existing High Net Worth clients focused in the US and/or globally.
Qualifications
- Significant experience in Wealth Management working with HNW/UHNW individuals and families
- Proven track record in prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals.
- Enthusiasm, appetite and proven experience in business development and client acquisition and a desire to travel extensively to build out your practice and deepen existing relationships.
- Strong relationship management and team building skills; views team concept as critical to model.
- Solid deal bonus and grid pay-outs
- Agnostic and open architecture platforms
- Work cultures that fit your lifestyle and practice
Please only candidates with portable client portfolios need apply. We cannot accommodate other profiles at this point in time, thank you.
Call me today to discuss today's market and other opportunities: Michael Hubbard @ View phone number on click.appcast.io or email me at: View email address on click.appcast.io
#J-18808-LjbffrVacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Financial Advisor - Miami in Doral, FL vacancy
- Banco Santander SA in Miami sucht einen Private Banker/Sr Banker für die Betreuung von vermögenden Kunden mit einem Anlagevermögen von mindestens 4 Millionen USD. In dieser Rolle sind Sie der Hauptansprechpartner für Kunden und verantwortlich für den Ausbau bestehender...Senior
$123.75k - $225k
Banco Santander SA is looking for a Private Banking - Sr Banker to manage affluent clients in Miami and Houston. This position requires delivering exceptional service and a proactive approach to client relationship management, focusing on clients with over $4MM in investable...Senior$70k
Overview The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary... ...and Retail bank through the use of financial planning and excellent discovery and... ...------------------- Primary Location: Miami, Florida, United States --------------...SeniorFull timeWork at office- SMB Capital invites new and developing traders to join their Proprietary Trader Training Program in Miami. This program offers comprehensive training, mentorship, and the opportunity to become a successful multi-product trader in a dynamic market environment. With a clear...SeniorTraineeship
- ...Senior Teller - Brickell/Miami Job Category: Retail & Community Banking Full-Time On-site Miami, FL 33130, USA +1 more locations... ...closed-ended questions to understand current and future financial goals of customers Match customer needs to Seacoast Bank...SeniorFull timeBank staffWork at officeFlexible hours
Seacoast Bank
Miami, FL3 days ago - Popular is looking for a seasoned Commercial Relationship Officer in Miami Lakes, FL. This role involves developing and managing a... ...customers with an emphasis on deposits and loans. You will analyze financial structures, prepare loan reports, and build effective...Senior
- ...Financial Professional Opportunity Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business,... ...Financial Professional to join our team in the greater Miami area to work plan sponsor relationships. This...
Voya Financial Advisors Inc
Miami, FL1 day ago - ...Voya Financial Advisors® , Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking... ...a Financial Professional to join our team in the greater Miami area to work plan sponsor relationships. This position will...
Voya Financial
Miami, FL1 day ago $123.75k - $225k
## Private Banking - Sr Banker - Mexico Coverage - Miami / HoustonApplylocations: Miami: Houston-Corptime type: Full timeposted on:... ...Starts Here:**Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into...SeniorHourly payContract workShift workBanco Santander SA
Doral, FL3 days ago$112.5k
...- Banker / Sr Banker - Brazil Coverage - Miami Country: United States of America It... ...is a global leader and innovator in the financial services industry and is evolving from a... ...Banker also partners with the Investment Advisor to capture a greater share of client wallet...SeniorHourly payFull timeContract workLocal areaShift workSantander
Miami, FL4 days ago- ...for greater retirement readiness, Voya Financial is committed to delivering on its vision... ...unlimited future potential! Voya Financial Advisors®, Inc., a leading independent broker-... ...Professional to join our team in the greater Miami area to work plan sponsor relationships....Local area
- ...Job Description Job Description Location: Miami, FL ESSENTIAL DUTIES AND RESPONSIBILITIES: Relationship Building ~ Exhibit... ...and closed-ended questions to understand current and future financial goals of customers Match customer needs to Seacoast Bank products...SeniorBank staffWork at officeFlexible hours
Seacoast Bank
Miami, FL9 days ago - ...A reputable accounting firm in Miami is seeking a Tax Manager to oversee tax compliance and build client relationships. The position requires an active Florida CPA license, a Master’s in Taxation, and 5+ years of public accounting experience. The firm offers a supportive...Senior
Epstein
Doral, FL3 days ago - ...Senior Latam Financial Advisors Our client is looking for select Senior Latam Financial Advisors and teams to join our team. The ideal candidate will have a strong understanding of the Latam market and a proven track record of success in advising UHNW clients. Responsibilities...Senior
Avior Executive Search, Inc
Miami, FL1 day ago - ...Lovefreedom Solution in Miami, FL is seeking a Corporate Securities Attorney to provide legal support on corporate securities matters. Candidates should possess a Juris Doctor degree, active membership in the Florida Bar, and at least 5 years of experience. Responsibilities...SeniorFull time
Lovefreedom Solution
Doral, FL3 days ago - ...education and experience. Strong product knowledge and understanding of standard branch banking policies and procedures required as this Senior Teller role may be the only Teller position in a small branch. Excellent customer service skills with the ability to cross-sell...Senior
Grove Bank & Trust
Miami, FL3 days ago - ...A leading construction services firm in Miami, FL is seeking a Chief Estimator to oversee the estimation team and manage cost estimates for construction projects. This hybrid position requires strong leadership, analytical skills, and a thorough understanding of construction...Senior
MasTec Clean Energy & Infrastructure
Doral, FL3 days ago - ...A financial institution in Miami is seeking a Senior Financial Manager to oversee finance and accounting operations in a hybrid work environment. This position requires over 7 years of experience in finance within a banking context, strong leadership skills, and a solid...Senior
Pacifica Continental
Doral, FL3 days ago $310k - $390k
...Senior Associate Position Top firm seeks a senior associate to join its dynamic Financial Services Practice. The ideal candidate will have 4-6 years of experience in project... ...* The position may be filled in New York, Miami, Dallas, Houston, Austin or Washington, DC...SeniorMAP SSG Inc
Miami, FL1 day ago- ...Hut 8 is seeking an Associate General Counsel in Miami, FL to oversee legal strategies for engineering, construction, and procurement activities. This role involves drafting contracts, managing project risks, and collaborating with various teams to ensure the legal aspects...Senior
Hut 8
Doral, FL2 days ago - Aionios LLC is seeking a mid-to-senior level Land Use & Zoning Associate to join their established Florida practice in Miami. The role involves advising clients on zoning, land use, and development matters, handling site plans, and navigating government approval processes...Senior
$250k
...seeking its first Quantitative hire in Miami. This is a unique opportunity to work directly... ...familiarity with statistical modeling, financial time-series, and handling large datasets... ...'s top multi-manager funds. Seniority level ~ Seniority level Entry level...Full timeSelby Jennings
Doral, FL3 days ago- Snc-Lavalin is seeking a Senior Architect to join the Miami, FL studio. The role involves leading innovative designs and managing complex projects from concept to completion. Ideal candidates will have a proven track record in managing large-scale projects, extensive experience...Senior
- HRX Head Hunters is seeking a Senior Accountant in Miami, FL. The role involves full-cycle accounting involving accounts payable, receivable, and reconciliations, alongside managing multiple entities. The ideal candidate will have at least 3 years of relevant experience...Senior
- A leading CPA and Advisory firm in Miami is looking for an International Tax Senior to join their Global Mobility team. This hybrid position involves delivering global mobility and individual international tax solutions for multinational clients. Responsibilities include...Senior
- Berkowitz Pollack Brant Advisors + CPAs, LLP - Legacy is seeking a Senior Consultant to join their Financial Advisory Services team in Miami, Florida. This role involves enhancing financial reporting processes for diverse clients and engaging directly with management....Senior
- The City of Plant City is seeking a Senior Attorney located in Miami, Florida. This role involves acting as counsel at investigative and trial levels, managing legal functions in disciplinary cases, and ensuring adherence to the Rules Regulating The Florida Bar. Applicants...Senior
$200k - $400k
Nurp is seeking a Senior AI ML Quantitative Researcher in Miami to enhance alpha discovery and portfolio decision-making. This role focuses on applying... ...outcomes. The ideal candidate has significant experience in financial institutions and trading algorithms. This position...Senior- Position Summary Shutts & Bowen is seeking a Senior Associate or Partner for our Corporate Group in our Miami office. The successful candidate will have 6-15 years of relevant experience in the areas of mergers & acquisitions, joint ventures, fundraising documentation/...SeniorWork at office
$140k - $160k
Gannett Fleming, Inc. is seeking a Senior Estimator to join our Construction Services team in Miami. This role involves developing cost estimates for transportation projects, reviewing design plans, and coordinating with teams to ensure estimates align with project scopes...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Advisor - Miami. Be the first to apply!
Related searches
- finance associate Doral, FL
- financial planning administrator Doral, FL
- financial planning assistant Doral, FL
- financial associate Doral, FL
- estate planning consultant Doral, FL
- financial consultant Doral, FL
- jde finance consultant Doral, FL
- associate corporate finance Doral, FL
- private wealth advisor Doral, FL
- financial counselor Doral, FL