Senior Financial Advisor

Job description

Are you a dynamic, client-focused financial professional with a passion for helping individuals achieve their financial dreams? Valais Wealth Management is seeking an experienced Financial Advisor to join our dedicated team in Miami. If you have at least 10 years of experience, a Series 65 license, CFP designation and are proficient in financial planning software and asset management, we want to hear from you.

This is an opportunity with tremendous upside potential as we are seeking individuals who can really help develop the firm and build out our Miami presence.

Job Description:

As a Senior Financial Advisor at Valais Wealth Management, you will play a crucial role in assisting our clients in achieving their financial objectives. You will work closely with clients to provide personalized financial guidance and create tailored financial plans. You will utilize cutting-edge financial planning software and asset management tools to optimize clients' portfolios and make informed recommendations.

Key Responsibilities:

Engage with clients to understand their financial goals and objectives.

Create comprehensive financial plans that align with clients' needs.

Utilize financial planning and Estate planning software, analyze and implement investment strategies.

Manage asset allocation, portfolio rebalancing, and investment decisions.

Provide ongoing client support and maintain strong client relationships.

Stay up-to-date on market trends, financial products, and industry regulations.

Collaborate with the team to deliver outstanding financial services.

Requirements:

Minimum of 10 years of experience as a Financial Advisor.

Series 65 license and CFP designation preferred, or an intent to complete.

Proficiency in financial planning, estate planning software and asset management tools.

Strong interpersonal and communication skills.

Ability to analyze complex financial data and provide clear recommendations.

Detail-oriented and highly organized.

Client-centric approach and a passion for helping clients achieve their financial goals.

Demonstrated talent development experience, as well as training and mentoring new staff.

Portable book of business is an advantage.

A commitment to ethical and transparent financial practices.

Why Valais Wealth Management:

Valais Wealth Management is committed to excellence in financial advisory services. We offer a dynamic and supportive work environment, ongoing professional development, and a competitive compensation package, performance-based bonuses and equity potential in the firm for the right candidate. Pre-qualified leads are provided with 5 to 10 new appointments arranged for you each week.

Join our team and make a meaningful impact on the financial success of our clients while advancing your career in the financial services industry.

If you meet the requirements and are ready to take your career to the next level, we invite you to apply for the Senior Financial Advisor position at Valais Wealth Management. Please submit your resume and a cover letter outlining your relevant experience and why you're the right fit for our team.

Valais Wealth Management is an equal opportunity employer and encourages applications from candidates of all backgrounds.