Senior Financial Advisor - Miami

Norman Alex; Miami (FL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Solid deal bonus and grid pay-outs

Agnostic/open architecture platforms

Lifestyle-friendly work culture

Job summary

Norman Alex in Miami seeks a Senior Financial Advisor to lead the growth of a high net worth client practice. The role targets domestic and international business, serving UHNW individuals and families, and requires a hunter mentality to prospect and acquire new assets from both new and existing clients.

The ideal candidate has a proven track record in wealth management, strong relationship skills, and willingness to travel to expand the practice across the US and 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 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.

Skills

Prospecting

Relationship management

Business development

Travel willingness

Job description

About the job Senior Financial Advisor - Miami

We 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.