Senior Wealth Management Advisor - Miami, Florida , Full Time (MK)

Central Business Solutions

  • Miami, Florida
  • 18 days ago

    Highlights

    Job Category: Sales / Marketing Candidates should have 10-30 years successful sales experience as Senior Wealth Management Advisor or VP, Financial Advisor at an investment firm or financial or banking institution. This position has extraordinary financial potential for a talented Wealth Management Advisor with a record of investment sales achievement.

    Numbers & Facts

    LocationMiami, Florida
    Websitehttp://www.cbsinfosys.com

    Description

    Bounty Description
    Industry: Financial Services - Investment Banking
    Job Category: Sales / Marketing

    Candidates should have 10-30 years successful sales experience as Senior Wealth Management Advisor or VP, Financial Advisor at an investment firm or financial or banking institution. Extensive experience dealing with affluent clients required.  Must have a successful track record of retail financial investment sales (not wholesale sales). Must be active in community. A  book of business is not a requirement but preferred. 

    Four-year college degree required, MBA preferred.  Candidates should reside in the metro Miami FL area.

    There is no overnight travel. Excellent support provided. This position has extraordinary financial potential for a talented Wealth Management Advisor with a record of investment sales achievement.


    Security Clearance Required: No
    Visa Candidate Considered: No
    Compensation
    Base Salary - USD $250,000 to $450,000

    Full-time
    Benefits - Full
    Relocation Assistance Available - No
    Commission Compensation - No
    Bonus Eligible - No
    Overtime Eligible - No
    Interview Travel Reimbursed - No
    Candidate Details
    10+ to 15 years experience
    Seniority Level - Mid-Senior
    Management Experience Required - No
    Minimum Education - Bachelor's Degree
    Willingness to Travel - Never
     

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