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GAMMA Asset Management

Job Requisition:

Wealth Investment Advisor

Experience Level: 3+ Years

Location: South Florida / Miami Office

Company Overview:

GAMMA has been built by a group of individuals that have extensive experience working in the financial services industry. By way of our majority shareholder, we are associated with Centro Financiero Crecer, United Capital, Altio, and the GAEM ETF, which collectively manage over $5 billion in Assets Under Management (AUM). This association reinforces GAMMA's credibility within the industry, reflecting a solid foundation of trust and established market presence.

Gamma International Bank , which includes our Gamma Asset Management, LLC and Gamma Securities, LLC subsidiaries, is a boutique investment firm providing unmatched personalized advisory and trading services that are tailored to meet the unique needs and goals of our Corporate, Wealth and Institutional Clientele.

Gamma Asset Management was created with the same principles, values and passion that have helped our founders achieve success in the Dominican financial services industry. Established with the vision to give our clients a white-glove experience throughout the wealth advisory relationship. As a firm, we strongly believe in building relationships and through trust, confidentiality and a fully integrated approach to wealth management, our team looks forward to guiding Gamma’s clients through the complexities of their financial picture.

Job Description:

We are seeking an experienced Wealth Investment Advisor to join our dynamic growing team. The successful candidate will provide comprehensive wealth management solutions and personalized investment advice to high-net-worth individuals, families, and institutions. As the initial member of our South Florida advisory team, you will be responsible for building and maintaining strong client relationships, understanding their financial objectives, and developing tailored investment strategies to help them achieve their goals.

Responsibilities:

o   Proactively identify opportunities to bring in new clients and further expand existing client relationships to grow assets under management.

o   Conduct in-depth financial assessments to understand clients' financial situations, investment objectives, risk tolerance, and time horizon.

o   Develop customized investment plans and asset allocation strategies aligned with clients' goals and preferences.

o  Provide ongoing portfolio management, monitoring, and rebalancing to ensure alignment with clients' objectives and market conditions.

o  Conduct thorough research and analysis of investment opportunities, market trends, and economic indicators to make informed investment recommendations.

o  Stay abreast of industry regulations, best practices, and emerging trends in wealth management and investment advisory services.

o  Deliver exceptional client service and communication, including regular portfolio reviews, performance updates, and financial planning advice.

o  Be present and engaged with South Florida community leaders, activities, and boards.

o  Collaborate with internal stakeholders, including the Chief Investment Officer to deliver integrated wealth management solutions.

Qualifications:

• Bachelor’s degree in finance, economics, or related field; advanced degree (e.g., MBA, CFA) preferred.
• Series 65 securities licenses required.
• Minimum 3+ years of experience in wealth management, investment advisory, or related financial services roles.
• Proven track record of acquiring and managing client relationships, with a focus on high-net-worth individuals and families.
• Strong understanding of financial markets, investment products, and asset allocation principles.
• Excellent analytical skills, with the ability to conduct thorough investment research and analysis.
• Exceptional communication and presentation skills, with the ability to articulate complex financial concepts in a clear and concise manner.
• Ability to work effectively in a hybrid remote and office team environment to collaborate with internal and external stakeholders due to their respective remote location.
• Commitment to upholding the highest ethical standards and regulatory compliance.

Join our team and become part of a collaborative and client-focused environment where your expertise and dedication will be valued and rewarded. Through trust, confidentiality and a fully integrated approach to wealth management, our team looks forward to having our newest member guide Gamma’s client through the complexities of their financial picture.

Your goal will be to enhance our client’s long-term financial well-being so they can enjoy what matters most to them and their family.

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Interested candidates are invited to submit their resume and a cover letter detailing their relevant experience to:

Please include "Wealth Investment Advisor" in the subject line.

Application Deadline: Open

Gamma is an equal opportunity employer. We encourage candidates of all backgrounds to apply.