Senior Wealth Manager

Location: Miami
Posted on: June 23, 2025

Job Description:

Senior Wealth Manager - UHNW clients This Jobot Job is hosted by: Katrina McFillin Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $120,000 - $300,000 per year A bit about us: We are a rapidly growing RIA firm that services a select group of UHNW clients, founders, foundations, and family offices throughout the United States. Why join us? We are looking for passionate and driven individuals who possess an entrepreneurial mindset and desire to chart their own course. We offer: Premium health, dental, and vision insurance Unlimited PTO Base performance based incentives Job Details The Senior Wealth Manager will be responsible for attaining new business, financial planning, and providing financial advisory services to clients and prospective clients on a daily basis. This is a unique opportunity for the right individual to join a growing RIA and carve out their ideal career path. Qualifications Bachelor’s degree in finance, business, accounting, or financial planning 4 years of client-facing experience in wealth management, with a demonstrated ability to grow AUM and achieve client goals Portable book of business with minimum assets of $30mm required Currently possess the Series 65 securities license (or Series 7 & Series 66). Clean Form U4 Excellent communication and interpersonal skills CFP®, CFA®, or CPA designation preferred Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Keywords: , Key Biscayne , Senior Wealth Manager, Accounting, Auditing , Miami, Florida