Senior Wealth Advisor – UHNW Private Wealth, MiamiPeople Placers Staffing • Miami, FL, United States
Senior Wealth Advisor – UHNW Private Wealth, Miami
People Placers Staffing • Miami, FL, United States
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A leading financial services firm in Miami is seeking a Senior Financial Advisor to manage and advise an ultra-high-net-worth clientele. This individual contributor role focuses on the transition of client portfolios and crafting tailored financial strategies. Candidates should possess a portable book of business worth at least $40 million and relevant financial licenses. The firm emphasizes performance-based compensation and offers a sophisticated support platform to elevate advisory practices.
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Senior Wealth Advisor • Miami, FL, United States
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