Elite Wealth Advisor – Miami: High-Earning Potential

Central Business Solutions, Inc; Miami (FL); Sur place; USD 250 000 - 450 000; Plein temps

Avantages offerts par ce poste

Full benefits

Résumé du poste

Central Business Solutions, Inc. in Miami, FL seeks a Senior Wealth Management Advisor with extensive sales experience to service affluent clients. The role focuses on selling wealth management services and building client relationships in a community-focused environment.

The ideal candidate has 10–30 years in wealth management sales, a four-year degree (MBA preferred), and resides in the Miami metro area. Full-time position with strong compensation potential and comprehensive benefits.

Qualifications

• 10–30 years of successful sales experience in wealth management.
• Experience with affluent clients.
• Active in the community.
• Bachelor's degree required; MBA preferred.
• Residence in the metro Miami area.

Responsabilités

• Sell wealth management services to affluent clients.
• Build and maintain relationships with high-net-worth individuals.
• Collaborate with internal teams to deliver wealth strategies.
• Leverage community involvement to generate referrals.

Connaissances

Sales experience

Wealth management

Affluent clients

Investment sales

Community presence

Formation

Bachelor's degree

MBA preferred

Description du poste

Central Business Solutions, Inc. in Miami, FL seeks a Senior Wealth Management Advisor with extensive sales experience to service affluent clients. The role focuses on selling wealth management services and building client relationships in a community-focused environment.

The ideal candidate has 10–30 years in wealth management sales, a four-year degree (MBA preferred), and resides in the Miami metro area. Full-time position with strong compensation potential and comprehensive benefits.