55 Jobs in Miami, FL
CyberCoders is Hiring a Private Wealth Advisor Near Miami, FL
Job Title: Private Wealth Advisor
Location: Miami, FL
Salary: $80k-$120k Revenue
Requirements: 7 years of experience.
This would be an amazing opportunity for you if you are looking for a role that will provide professional growth and new challenges yet balanced with great culture and quality of life!
What You Will Be Doing
- Source and manage new client relationships to the firm.
- Review, analyze, structure, and methodically execute tailored wealth strategies designed to help clients achieve their financial goals, and remain attentive to their specific and ongoing needs.
- Communicate our unique values proposition to prospective clients, establish us as a trusted wealth advisory firm within your market, and grow your business through time.
- 7 years experience in wealth management.
- IAR Designation: Series 65, CFP, CFA, CPA, or similar IAR accreditation.
- High-level commitment to provide goals-based planning and advice with a profound level of technical expertise on wealth planning issues.
- Proven track record and ability to drive new business development and growth opportunities.
- Must have an existing book of business or pipeline.
- Salary: $80k-$120k Revenue
- Medical, Dental, and Vision Insurance.
- PTO
BenefitsLooking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also:
Email Your Resume In Word ToJoe.Livengood@CyberCoders.com
- Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : JL17-1804521 -- in the email subject line for your application to be considered.***
Applicants must be authorized to work in the U.S.
CyberCoders is proud to be an Equal Opportunity EmployerAll qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.
Job Summary
Full Time
$70k-104k (estimate)
06/10/2024
07/03/2024
cybercoders.com
BOWIE, MD
500 - 1,000
1999
Private
MIGUEL FLORES
$50M - $200M
Related Companies
About CyberCoders
CyberCoders provides online recruitment and staffing solutions.
The job skills required for Private Wealth Advisor include Planning, Client Relationship, etc. Having related job skills and expertise will give you an advantage when applying to be a Private Wealth Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Private Wealth Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Private Wealth Advisor positions, which can be used as a reference in future career path planning. As a Private Wealth Advisor, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Private Wealth Advisor. You can explore the career advancement for a Private Wealth Advisor below and select your interested title to get hiring information.
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