Senior Wealth Advisor

Senior Wealth Advisor (Bilingual Portuguese) Ascendo is excited to present this opportunity in the financial services industry. We are seeking an accomplished and client‑centric relationship professional to join a prominent broker‑dealer team in Miami. This critical position focuses on stewarding and growing a premier, fully established portfolio of accounts driven entirely by client referrals. The ideal candidate will bring an extensive background in private banking or investment advisory, paired with the sophisticated communication skills necessary to navigate international wealth markets. Responsibilities Serve as the primary relationship manager for an active, referral‑based book of business. Oversee and maintain a comprehensive portfolio of established international client accounts. Deliver tailored financial planning and wealth strategies aligned with long‑term client goals. Collaborate with internal support teams to ensure seamless operational execution for clients. Ensure strict adherence to all regulatory guidelines and industry compliance standards. Qualifications Complete fluency in both Portuguese and English. Active FINRA Series 7 registration. 8+ years of success operating as a Financial Advisor or Wealth Management Banker. Proven expertise in managing, retaining, and building trust within substantial client portfolios. Deep knowledge of global market trends and sophisticated financial products. Competitive base salary plus performance incentives Comprehensive health and medical coverage options Company‑sponsored retirement plan choices Collaborative, team‑driven environment built for long‑term career growth #J-18808-Ljbffr Ascendo Resources