Skip to main content
David Careers

Senior Financial Advisor - Miami

Posted yesterday

norman alexMiami Springs (FL)
Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

Apply (opens in a new tab)

About the role

About the job: Senior Financial Advisor - MiamiWe are recruiting Florid and nationally for top producing advisors/teams for several of our clients. Domestic and International business. Traditional brokerage and independents.
Requirements: A domestic/international book of clients from $100MM - $2BBMM+ in assets Hunters 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 and/or globally.
Qualifications:
  • Significant experience in Wealth Management working with HNW/UHNW individuals and families
  • 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.
Strong relationship management and team building skills; views team concept as critical to model.*Solid deal bonus and grid pay-outs Agnostic and open architecture platforms* Work cultures that fit your lifestyle and practice\ Please only candidates with portable client portfolios need apply. We cannot accommodate other profiles at this point in time, thank you. Call me today to discuss today's market and other opportunities: Michael Hubbard @ 305/684-7814 or email me at: mhubbard@normanalex.com

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.

More like this