What are the responsibilities and job description for the Financial Advisor position at Ascendo Resources?
We are seeking an experienced Financial Advisor to join an established international wealth management platform in Miami.
This individual will be responsible for developing and managing relationships with high-net-worth and ultra-high-net-worth individuals and families, with a particular focus on the Latin American market.
Responsibilities
- Develop and manage relationships with HNW and UHNW clients, providing personalized investment advice and comprehensive wealth management solutions.
- Drive new client acquisition, asset growth, and business development through an established network and existing client relationships.
- Advise clients on asset allocation, investment strategies, financial planning, credit, banking, and broader wealth preservation objectives.
- Partner with internal investment, banking, and wealth planning specialists to deliver integrated client solutions.
- Develop long-term, goals-based strategies aligned with clients' financial objectives and risk profiles.
- Maintain compliance with applicable regulatory requirements, fiduciary standards, and internal risk policies.
- Travel internationally as required to develop and maintain client and prospect relationships.
Qualifications
- Minimum 6 years of experience in private banking, wealth management, or financial advisory services, with a focus on Latin American HNW/UHNW clients.
- Established, transferable book of business and demonstrated success in client acquisition and asset gathering.
- Series 65 or qualifying equivalent designation (e.g., CFA) required.
- Bachelor's degree required; MBA or CFP preferred.
- Full professional fluency in Spanish required.
- Strong understanding of investment management, portfolio construction, financial planning, and wealth preservation strategies.
- Established professional network and strong business development capabilities.
- Excellent relationship management, communication, and presentation skills.
- Entrepreneurial, commercially driven approach with a commitment to exceptional client service.