UHNW Wealth Advisor — Concierge, Tech‑Driven Strategy

Cardata; Miami (FL); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Full health benefits

401(k) matching

Unlimited PTO

Job summary

Cardata is looking for an experienced Wealth Advisor in Miami, FL. The ideal candidate will have over 7 years of wealth management experience, particularly serving ultra-high-net-worth clients. Responsibilities include creating tailored financial strategies, advising on estate planning, and ensuring regulatory compliance. The company offers a competitive compensation package, full health benefits, and unlimited PTO. Join a collaborative team dedicated to revolutionizing wealth management.

Qualifications

• 7+ years in wealth management focusing on HNW/UHNW clients.
• Expertise in tax law, trust structures, and estate planning.
• Exceptional ability to communicate complex financial concepts.

Responsibilities

• Serve as primary advisor for UHNW clients, assessing their financial needs.
• Advise on estate planning, tax optimization, and wealth transfer strategies.
• Collaborate with investment team on alternative investment opportunities.

Skills

Wealth management experience

Communication of financial concepts

Tech-savvy mindset

Education

Series 65 or equivalent registration

CFP Certification or additional credentials

Tools

Wealth management platforms

Job description

Cardata is looking for an experienced Wealth Advisor in Miami, FL. The ideal candidate will have over 7 years of wealth management experience, particularly serving ultra-high-net-worth clients. Responsibilities include creating tailored financial strategies, advising on estate planning, and ensuring regulatory compliance. The company offers a competitive compensation package, full health benefits, and unlimited PTO. Join a collaborative team dedicated to revolutionizing wealth management.