Private Equity Wealth Advisor for High-Net-Worth Clients

Mattengas Goombas Pizzeria, LLC; Fort Lauderdale (FL); On-site; USD 90,000 - 150,000; Full time

Job summary

Phoenix Financial, located in Fort Lauderdale, seeks a mid-level Wealth Advisor / Financial Advisor specializing in private equity and pre-IPO opportunities. You will work with high-net-worth clients to build comprehensive wealth plans using private equity and alternative investments.

Ideal candidates have a sales mindset, excellent communication, and the ability to learn quickly in a fast-paced environment. Training and licensing support are available for career growth in financial services.

Qualifications

• Trainees welcome; no finance experience required.
• For experienced advisors, Series 7/66 licenses and a proven production track record.
• Excellent communication and interpersonal skills.
• Ability to learn quickly and adapt in a fast-paced environment.
• Strong organizational skills and attention to detail.

Responsibilities

• Build and maintain long-term relationships with high-net-worth clients, providing tailored financial advice
• Educate clients on private equity, alternative investments, insurance solutions, and estate planning strategies
• Collaborate with internal teams to develop and implement comprehensive financial plans
• Identify opportunities to enhance client outcomes through integrated investment and insurance solutions
• Follow up with prospects and clients to facilitate capital deployment and execute planning strategies
• Stay informed on market trends, deal structures, and innovative planning techniques
• For trainees, complete licensing, training, and mentorship programs to achieve full advisor certification

Skills

Sales mindset

Strong communication

Interpersonal skills

Ability to learn quickly

Attention to detail

Strong work ethic

Tools

Series 7/66 licenses

FINRA licenses

Institutional research tools

Job description

Phoenix Financial, located in Fort Lauderdale, seeks a mid-level Wealth Advisor / Financial Advisor specializing in private equity and pre-IPO opportunities. You will work with high-net-worth clients to build comprehensive wealth plans using private equity and alternative investments.

Ideal candidates have a sales mindset, excellent communication, and the ability to learn quickly in a fast-paced environment. Training and licensing support are available for career growth in financial services.