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Benefits offered by this job
Competitive salary
Comprehensive benefits package
Inclusive work environment
Job summary
A prominent financial services institution in Miami is looking for an experienced Senior Advisor AIS. This role involves providing trading execution and active advisory services to professional clients. The ideal candidate will have 7-10 years of relevant experience, strong analytical skills, and the ability to communicate effectively with clients. A Bachelor’s degree is required, and a Master’s degree is preferred. Fluency in both English and Spanish is important. The competitive salary range for this position is between $127,500 and $220,000.
Qualifications
7-10 years of relevant experience in finance or investment management.
Analytical skills to detect and interpret market trends.
Fluency in English and Spanish.
Responsibilities
Execute trades and manage client portfolios.
Generate investment ideas based on research.
Support new business development and client relationships.
Skills
Market analysis
Advisory skills
Trading capabilities
Client communication
Education
Bachelor’s degree
Master’s degree preferred
Job description
A prominent financial services institution in Miami is looking for an experienced Senior Advisor AIS. This role involves providing trading execution and active advisory services to professional clients. The ideal candidate will have 7-10 years of relevant experience, strong analytical skills, and the ability to communicate effectively with clients. A Bachelor’s degree is required, and a Master’s degree is preferred. Fluency in both English and Spanish is important. The competitive salary range for this position is between $127,500 and $220,000.