Senior Wealth Management Advisor - Miami, Florida , Full Time (MK)

Central Business Solutions, Inc; Miami (FL); On-site; USD 250,000 - 450,000; Full time

Benefits offered by this job

Full benefits

Job summary

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.

Responsibilities

• 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.

Skills

Sales experience

Wealth management

Affluent clients

Investment sales

Community presence

Education

Bachelor's degree

MBA preferred

Job description

Senior Wealth Management Advisor - Miami, Florida , Full Time (MK)

• Miami, Florida

Bounty Description

Industry: Financial Services - Investment Banking

Job Category: Sales / Marketing

Candidates should have 10-30 years successful sales experience as Senior Wealth Management Advisor or VP, Financial Advisor at an investment firm or financial or banking institution. Extensive experience dealing with affluent clients required. Must have a successful track record of retail financial investment sales (not wholesale sales). Must be active in community. A book of business is not a requirement but preferred.

Four-year college degree required, MBA preferred. Candidates should reside in the metro Miami FL area.

There is no overnight travel. Excellent support provided. This position has extraordinary financial potential for a talented Wealth Management Advisor with a record of investment sales achievement.

Security and Visa

• Security Clearance Required:No
• Visa Candidate Considered:No

Compensation

Base Salary -USD $250,000 to $450,000

• Full-time
• Benefits -Full
• Relocation Assistance Available -No
• Commission Compensation -No
• Bonus Eligible -No
• Overtime Eligible -No
• Interview Travel Reimbursed -No

Candidate Details

• 10+ to 15 years experience
• Seniority Level -Mid-Senior
• Management Experience Required -No
• Minimum Education -Bachelor's Degree
• Willingness to Travel -Never