Private Wealth Advisor

Tampa, FL • West Palm Beach, FL • Fort Lauderdale, FL • Miami, FL

Full-time $130,000.00 - $220,000.00

Posted 11/25/2024

Job Title: Private Wealth Advisor

Multiple openings available.

We're seeking an experienced leader to drive our advisory team to new heights.

Position Overview
The Private Wealth Advisor is responsible for delivering tailored financial strategies and investment solutions to high-net-worth clients. This role focuses on building long-term relationships and providing exceptional client service to enhance clients' financial well-being.

Key Responsibilities

Develop and maintain strong relationships with high-net-worth clients
Assess clients' financial needs and objectives to create customized wealth management strategies
Provide investment advice and portfolio management services
Stay current with market trends and investment opportunities
Educate clients on financial products and services
Collaborate with internal teams to deliver comprehensive financial solutions
Conduct regular client reviews and adjust strategies as needed
Ensure compliance with regulatory requirements and internal policies

Qualifications

High End experience in Wealth management or Financial services
Holds Series 7 and 63 licenses
Bachelor's Degree in Finance, Business, or related field (preferred)
Experience in Private Wealth Management or Trust services
Strong client planning and relationship management skills
Knowledge of risk management and compliance regulations
Proven sales and coaching experience in a financial services environment
Technical proficiency in financial planning software and tools

Benefits

Benefits:

Full 401k, PTO, Health
Competitive Pay: Based on experience, skills, and performance.
Incentive Plans: Eligible for formulaic incentive plans.

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.

Additional ways to apply

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Employees will receive paid leave to the extent required by state or local law. This job was first posted by CyberCoders on 11/25/2024 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders, Inc is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.