Demo
Salary Resume Critique Job Openings

Senior Financial Advisor

Norman Alex
Miami, FL Full Time
POSTED ON 3/6/2025
AVAILABLE BEFORE 6/6/2025

Our client, a world class brokerage and investment firm is seeking Financial Advisors throughout the Florida market statewide :

  • Miami
  • Fort Lauderdale
  • West Palm Beach
  • Key West
  • Orlando
  • Ft. Myers
  • Sarasota
  • Tampa
  • Jacksonville
  • Tallahassee
  • Daytona Beach
  • Vero Beach
  • Naples
  • A domestic or global book of clients from $45MM - $1BBMM in assets.
  • Hunter’s 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.
  • Responsible for advising on and implementing investment, banking and trust / estate solutions for core clients with assistance from the integrated team (Investor, Capital Advisor and Wealth Advisor).
  • Ensure that the proposed solutions maximize the clients’ needs, goals and objectives.
  • The candidate's performance will be measured by objectives using specific financial and client satisfaction objectives.

Qualifications :

  • Significant experience in Private Banking & Wealth Management working with High Net individuals and families in the US.
  • 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.
  • Demonstrated understanding of investments, banking and trust concepts including, but not limited to : asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities.
  • Strong relationship management and team building skills; views team concept as critical to model.
  • Highest deal bonus and grid payout in the nation

    • Call today to discuss today's market and opportunities : Michael Hubbard @ 305 / 684-7814

    financialadvisor #wealthadvisor #businessdeveloper #investmentadvisor #privatebanker #privatebanking #wealthmanagement #jpmorgan #citi #citynational #santander #bancosantander #financialservices #revenue #t12 #dallasftworth #dallas #texas #houston #katy #mcallen #austin #denver #philadelphia #pennsylvania #dc #sanfrancisco #losangeles #dc #irving #texas #tampa #jerseycity #dallas #financialadvisor #fa #revenue #t12 #international #brokerdealer #ubs #oppenheimer #insigneo #bbva #pnc #bolton #ameriprise #lpl #miami #fortlauderdale #westpalmbeach #florida #orlando #lakemaryfl #sarasota #citi #merrilllynch #tampa #marcoisland #texas #florida #wellsfargo #kissimmee #alexbrown #safra #dc #beltway #baltimore #virginia #washingtondc #houston #santander #jacksonville #banking #gainesville #dc #baltimore #mexico #dallas #tampa #latam #jpmorgan #mexicio #colombia #dominicanrepublic #haiti #puertorico #bahamas #guatemala #honduras #wealthmanagement #boston #massachusetts #colombia #brazil #sanantonio #mexico #galveston #privatebanker #latam #puertorico #sanjuan #nyc #buffalo #syracuse #albany #rochester #jamestown #pittsfield #binghampton #businessdevelopment #fintech #digital #digitalbanking #ftmyers #latam #ria #nyc #newyork #privatebanker #palmbeach #neworleans #louisiana #topproducer #rainmaker #naples #thevillages #timeisnowforachange #jupiter #financialadvisor #wealthadvisor #uhnw #hnw #hispanic #southflorida #privatebank #jpm #jpmorgan #ubs #merrilllynch #bessemertrust #atlanta #northerntrust #citi #citiprivatebank #palmbeach #ftlauderdale #oppenheimer #citynational #oceanbank #houston #mexico #onshore #safra #genspring #bnymellon #suntrust #bbva #bbt #deutschebank #rbc #wellsfargoadvisors #ameriprise #bolton #lplfinancial #janney #efg #bahamas #pnc #santander #revenue #t12 #bonus #freshstart #hsbc #bigsur #banesco #amerant #bac #financialplanning #cfp #minneapolis #pnc #rhodeisland #providence

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Senior Financial Advisor?

    Sign up to receive alerts about other jobs on the Senior Financial Advisor career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $95,426 - $117,847
    Income Estimation: 
    $115,392 - $147,123
    Income Estimation: 
    $116,293 - $166,477
    Income Estimation: 
    $220,587 - $322,370
    Income Estimation: 
    $182,497 - $259,882
    Income Estimation: 
    $80,252 - $127,153
    Income Estimation: 
    $116,293 - $166,477
    Income Estimation: 
    $135,979 - $195,706
    Income Estimation: 
    $55,807 - $75,355
    Income Estimation: 
    $74,629 - $118,064
    Income Estimation: 
    $74,518 - $109,554
    Income Estimation: 
    $74,629 - $118,064
    Income Estimation: 
    $80,252 - $127,153
    Income Estimation: 
    $99,661 - $137,425
    Employees: Get a Salary Increase
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Not the job you're looking for? Here are some other Senior Financial Advisor jobs in the Miami, FL area that may be a better fit.

    Senior Financial Advisor - Miami

    Norman Alex, Miami, FL

    Senior Mortgage Financial Advisor

    First Origin Mortgage Lenders, Miami, FL

    View More Jobs

    AI Assistant is available now!

    Feel free to start your new journey!