Financial Advisor / Wealth Advisor

Financial Advisor / Wealth Advisor Agius & Partners Miami, FL Job Details Full-time $100,000 - $450,000 a year 10 hours ago Qualifications Finance advising Customer relationship building Identifying new business opportunities Regulatory compliance Series 66 Series 7 Investment strategy development Business development Managing clients in a finance role Customer relationship management Relationship management Business development within finance Financial services Financial regulatory compliance Senior level Estate planning Communication skills Regulatory compliance management Financial retirement planning Full Job Description Financial Advisor /

Wealth Advisor Location:

Miami, Florida Compensation:

$100,000 - $450,000+ About the Opportunity Agius & Partners LLC is partnering with top-tier banking institutions seeking experienced Financial Advisors / Wealth Advisors to join their Miami offices. The role provides access to sophisticated investment platforms, global research capabilities, and the ability to build long-term advisory relationships with affluent clients. Key Responsibilities Develop and maintain relationships with high-net-worth clients and families Provide financial planning and investment advisory services tailored to individual client needs Construct diversified investment portfolios aligned with client risk tolerance and financial objectives Deliver guidance on retirement planning, estate planning, and tax-efficient investment strategies Identify and develop new client relationships through networking and referrals Maintain strong knowledge of financial markets and investment products Ensure regulatory compliance and suitability standards are met Qualifications 5+ years of wealth management or financial advisory experience Demonstrated success in business development and client relationship management FINRA licenses (Series 7 and 66 or equivalent) preferred Strong knowledge of investment products including equities, fixed income, ETFs, and alternatives Excellent communication and relationship management skills