Senior Private Wealth Advisor, Practice Lead - Miami
$114,000–$165,300 year
Remote
EXPIREDRemoteFull Time$114,000–$165,300 yearSenior LevelEnterprise
Full TimeSenior LevelEnterprise
Job Summary
Lead a dedicated client practice team by serving as the primary advisor for high-net-worth households, managing onboarding, financial planning, and investor education through proactive phone, email, and virtual interactions. Collaborate with Wealth Advisors and specialists to retain and grow assets while coordinating complex requests across internal departments. Deliver holistic strategies covering retirement, tax optimization, and estate planning, coaching colleagues to maintain a first-class client experience. Travel regularly for face-to-face meetings to build lasting relationships with valued clients.
Required Qualifications
- 10+ years related work experience in financial services and client experience
- Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor is required
- Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
- Excellent verbal and written communication skills
- Strong interpersonal skills
- Detail oriented
- Able to manage many time-sensitive tasks simultaneously
- Pro-active self-starter
- Strong situational awareness and contextual thinking
- Strong organizational and presentation skills
- Exceptional at delivering effective client consultations
- Skilled at establishing trust and building long-term client relationships
- Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients
- Proficient in Microsoft Word
- Proficient in Excel
- Proficient in Outlook
- Proficient in PowerPoint
- Proficient in Salesforce
- Proficient in NetX360
- Demonstrated success with high-net-worth clients
- Demonstrated success with complicated planning
- Demonstrated success with NPS
- Demonstrated success with client retention
- Bachelor's degree in business or related discipline
- Equivalent experience to Bachelor's degree
- FINRA Series 65 required
- FINRA fingerprinting required
- Lives in the metro Miami area
- Must be available for travel to meet with clients face-to-face
Desired Qualifications
- CFP strongly preferred
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