PUENTE Estados Unidos

Senior Financial Advisor

PUENTE Estados Unidos, Miami, FL, United States

Growth Opportunity with a Reputable International Wealth Manager in Miami

We are seeking talented individuals who are eager to grow, be challenged, and find inspiration in helping others achieve their financial goals. Our Miami Broker-Dealer is looking for a highly motivated Financial Advisor to join our team and provide exceptional financial and investment planning services to our clients. In this client-facing role, the Financial Advisor will manage relationships within a client referral network, focusing on high-net-worth (HNW) clients.

Job Title: Sr Financial Advisor

Location: 801 Brickell Avenue, Suite 2010, Miami, FL 33131

Job Responsibilities:

Provide exceptional service and tailored solutions to HNW clients, assisting them in meeting their financial needs and investment objectives.

Requirements:

Bilingual proficiency in English and Spanish is mandatory, with native fluency in Spanish required for both oral and written communication.
Minimum of 4 years of relevant experience as a Financial Advisor or in a comparable position, or an equivalent combination of education and experience.
A bachelor’s degree in a business-related field is preferred.
FINRA’s SIE and Series 7 licenses are required; Series 66 must be obtained within 90 days of hiring.
Excellent customer service skills, with a respectful and amicable approach to client interactions.
Adherence to all company and compliance policies.
Ability to travel to meet clients as needed.
Professional appearance and demeanor.
Strong organizational and exceptional interpersonal communication skills.
Ability to work independently on assigned tasks while also accepting direction on specific assignments.
Familiarity with Pershing/NetX 360 systems is a plus.
Comprehensive industry knowledge and strong mathematical skills.
Ability to understand and convey information about various securities and business functions is critical. Must be able to communicate research findings and discuss current market conditions, industry trends, and relevant financial topics.
High levels of flexibility, reliability, and sound decision-making skills.

Additional Information:

Pay: Based on experience level
Bonus: Variable compensation at the discretion of the company, related to key performance indicators (KPIs).
Benefits: Eligible for medical, dental, and vision insurance, 401(k), and paid parking.
Equipment: A laptop and cell phone will be provided.

Seniority Level: Mid-level to Senior