Senior Investment Advisor

Senior Investment Advisor

We are a premier, client-centric financial advisory firm committed to empowering families, building enduring legacies, and creating meaningful impact through tailored wealth management solutions. Rooted in values of transparency, integrity, and innovation, we deliver independent, unbiased advice to help clients achieve their financial aspirations. Our collaborative and dynamic team thrives in an environment that prioritizes excellence, ethical conduct, and a human-centered approach, ensuring we provide high-quality strategies that foster long-term client success and contribute positively to our communities.

We are seeking a seasoned Senior Investment Advisor to join our vibrant Miami office in Aventura, playing a pivotal role in our wealth management practice. As a key assistant in wealth management, you will work closely with high-net-worth individuals and families, delivering personalized financial guidance and sophisticated investment strategies. This position is designed for a professional with a robust client base in South Florida, who can leverage their expertise and regional connections to enhance our firm's presence. Collaborating with senior advisors, you will analyze investment opportunities, manage portfolios, and provide transparent, client-focused recommendations to support long-term financial goals.

Responsibilities

• Provide independent investment advice and wealth management services to clients, including portfolio construction, asset allocation, and risk assessment.
• Assist in the day-to-day management of client relationships, conducting financial needs analyses, and developing customized wealth plans.
• Collaborate with the team to evaluate and recommend innovative financial products and solutions, ensuring they meet client-specific goals without bias.
• Build and maintain long-term partnerships with clients, dedicating time to understand their unique circumstances and offering ongoing support.
• Contribute to family office services by streamlining personal finance management and providing peace-of-mind solutions for multi-generational wealth preservation.
• Stay updated on market trends, regulatory changes, and investment opportunities to deliver proactive, value-added advice.
• Support business development efforts by leveraging your existing network in South Florida to attract new clients and grow the firm's presence.
• Ensure all activities adhere to ethical standards, transparency, and compliance with industry regulations.

Qualifications

Compensation

The compensation for this role includes a competitive base salary ranging from $130,000 to $150,000 annually, commensurate with experience and client contributions. A sign-on bonus or negotiable base salary support is available to facilitate a smooth transition and help establish momentum in the role. Additional incentives may include performance-based bonuses and commission on managed assets.