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Private Wealth Advisor

NPAworldwide Recruitment Network

Last Updated: 9/30/22

Job Description

Job description:

Due to growing market share and commitment from senior level management, top ten-ranked Wealth Management Firm is engaging in exciting expansion and is seeking qualified candidates to join their team in Florida.

  • Drive business and develop relationships with prospective HNW clients; No portable book required
  • Manage HNW clients in an advisory capacity to best support and deepen relationships
  • Quarterback a team of Wealth Management, Investment, Trust and Banking professionals to ensure the client is surrounded with subject matter experts in all areas. Full range of support and banking services available to share with clients

Position can be based in the following cities in Florida:

Tampa, Sarasota, Palm Beach, Naples, Miami, Orlando


Qualifications:

6+ years' experience required with a strong track record of developing new business and ability to engage with clients in a Wealth Management capacity

Why is This a Great Opportunity:
  • High income potential including base salary, short and long term incentive compensation in addition to opportunity for long term career advancement
  • Firm prides itself on client centric approach, team collaboration and open lines of communication with senior leadership



Company Details

Grand Rapids, Michigan, United States
NPAworldwide connects you to premier independent recruiting firms located throughout Europe, Asia, Australia, Africa and the Americas. Get connected with members around the world to widen your employer pool, get specialized placements, and find perfect matches -- all at no cost. Our members are placement professionals seeking long-term fits. Working with our recruiters gets you access to relocatio...