Senior Wealth Manager Position Available In Miami-Dade, Florida

Job Description:

Senior Wealth Manager – UHNW clients This Jobot Job is hostedby: Katrina McFillin Are you a fit? Easy Apply now by clicking the”Apply Now” button and sending us your resume.

Salary:

$120,000 -$300,000 per year A bit about us: We are a rapidly growing RIA firmthat services a select group of UHNW clients, founders,foundations, and family offices throughout the United States. Whyjoin us? We are looking for passionate and driven individuals whopossess an entrepreneurial mindset and desire to chart their owncourse.

We offer:

Premium health, dental, and vision insuranceUnlimited PTO Base performance based incentives Job Details TheSenior Wealth Manager will be responsible for attaining newbusiness, financial planning, and providing financial advisoryservices to clients and prospective clients on a daily basis. Thisis a unique opportunity for the right individual to join a growingRIA and carve out their ideal career path. QualificationsBachelor’s degree in finance, business, accounting, or financialplanning 4 years of client-facing experience in wealth management,with a demonstrated ability to grow AUM and achieve client goalsPortable book of business with minimum assets of $30mm requiredCurrently possess the Series 65 securities license (or Series 7 &Series 66). Clean Form U4 Excellent communication and interpersonalskills CFP®, CFA®, or CPA designation preferred Interested inhearing more? Easy Apply now by clicking the “Apply Now” button.

Jobot is an Equal Opportunity Employer. We provide an inclusivework environment that celebrates diversity and all qualifiedcandidates receive consideration for employment without regard torace, color, religion, age, sex, national origin, disabilitystatus, genetics, protected veteran status, sexual orientation,gender identity or expression, or any other characteristicprotected by federal, state or local laws. Sometimes Jobot isrequired to perform background checks with your authorization.

Jobot will consider qualified candidates with criminal histories ina manner consistent with any applicable federal, state, or locallaw regarding criminal backgrounds, including but not limited tothe Los Angeles Fair Chance Initiative for Hiring and the SanFrancisco Fair Chance Ordinance.