Private Wealth Advisor Position Available In Broward, Florida
Tallo's Job Summary: The Wealth Advisor position in Fort Lauderdale, Florida, is a critical role for a rapidly growing Trust and Wealth group within a leading super-community bank. The ideal candidate will have 7+ years of experience in Private Wealth Management, focusing on bringing in new clients and assets. Preferred qualifications include a CFP designation and a strong entrepreneurial drive. The Anderson Search Group is recruiting for this position.
Job Description
Wealth Advisor – Fort Lauderdale, Florida
BEST-IN-CLASS
Super-Community Bank and repeat client has engaged The Anderson Search Group to identify a Wealth Advisor for the Fort Lauderdale, Florida Market. This client is aggressively growing their Trust and Wealth group nationally and this role is critical to this growth. The Anderson Search Group has placed both the President of Trust and Wealth and Chief Development Officer to whom this role will report. Network of commercial bankers and branch referrals to take advantage of!
About Our Client:
Consistently recognized many times as the #1 performing bank in the United States in their asset size, by leading industry publications. Named #1 bank for strength, stability and focus on innovation. Forbes named Client to “America’s Best Banks” and “World’s Best Banks”, a tribute to their innovative service offerings and outstanding service delivery.
Benefits:
Industry leading benefits – Medical, Dental, Vision, 401K, Flex Spending Accounts Pet Insurance Enhanced Family Leave Employee Assistance Program Brooks Brothers Discount Microsoft Home User Program NEOU – The latest and greatest in real-time and on-demand fitness offerings for the whole family
The Ideal Candidate Shall Possess:
7+ years
HNW/UHNW
Private Wealth Management Business Development Experience Proven track record for bringing in new fee based planning AUM and new
HNW/UHNW
clients using an existing external network in and around Fort Lauderdale Bank wealth platform team sales experience preferred CFP Designation Preferred Entrepreneurial drive The Anderson Search Group is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
