Executive Job Title	Financial Advisors –Wealth Managers
Type of Registrant	Recruiter
Location	Miami
Industry & Function 1:	Financial-Banks-Commercial/Retail&CreditCards - FINANCE--CFO/Control/Acctg./Treas./Tax,etc.
Industry & Function 2:	Financial-Banks-Investment&VentureCapital - FINANCE--CFO/Control/Acctg./Treas./Tax,etc.
Industry & Function 3:	Financial-Brokerage/Mut.Fund/Securities/MoneyMgmt - FINANCE--CFO/Control/Acctg./Treas./Tax,etc.
Compensation	$100,000 to $200,000
Executive Job Description	Financial Advisors – Senior Wealth Managers – Senior Brokers About Our Client Our client delivers unique solutions to wealth and investment management challenges and needs. By providing flexible, independent, and seamless access to a wide spectrum of global financial products and services, our client focuses on helping their clients achieve secure financial goals. Position Description Our Client is looking for a Senior Wealth Manager/Senior Broker with demonstrated success who would like to be a part of an exclusive team with a different approach to wealth management. Out client’s company offers a dynamic environment with tremendous growth potential not only within his/her position, but also within the company. The ideal candidate will have a book of business of one million, plus in one or two of the following Latin American Countries: Uruguay, Chile, Argentina, Brazil, Ecuador, and Mexico and will report directly to the Company’s CEO. The responsibilities will include: • Manage and develop a portfolio of clients • Maintain relationships with existing clients as well as establishing a network of new prospects. • Contribute to the general development of a growing firm • Be well versed on the firms range of products and services, explaining and recommending products to clients as appropriate • Act as the client’s primary point of contact within the firm, building a long term personal relationship • Develop and maintain client files ensuring that the level of information retained meets the Know Your Client (KYC) requirements Experience/Skills Required • Undergraduate degree in Business Administration or Finance • 5-10 years of related financial advisory experience to Latin America clients • Strong business development and relationship management skills in conjunction with expertise in a wide range of investment and banking products • Existing book of business required • Track record of generating meaningful fees in private transactions and or public equities • Polished communication skills • Bilingual : English and Spanish • Series 7 & 63 Compensation The successful candidate will receive a competitive compensation package commensurate with experience and qualifications.
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