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Financial Advisor

Description

Ref ID: 01130-0010860431

Classification: Relationship Manager

Compensation: $80,000.00 to $100,000.00 per year

Robert Half Finance is recruiting an established Financial Advisor with an existing book of business looking for a change to a growing Regional firm here in Miami. Our client can provide a very competitive base salary structure plus commissions. Primary job functions: ? Develop and manage investment portfolio of international banking clients and provide a wide range of financial advice. ? In addition, cross sell banking products and services consisting of credit and deposits. ? Execute sales plans and strategies in order ensure goals are consistently met. ? Responsible to grow assets and revenues of High Net worth (HNW) individuals. ? Grow and maintain a profitable client relationship portfolio (AUMs and ROA). ? Execute sales and strategy plans in order ensure goals are consistently met. ? Conduct client suitability through proactive client engagement and development of financial plans and profiling. ? Requires strong interpersonal skills and knowledge of the financial and global investment markets. ? Leverage and coordinate with specialists and provide cross selling opportunities for clients. ? Travel required to respective market. ? Focuses on quality of assets; enhance cost efficient practices, maintain sound bank regulatory practices current (BSA/Compliance policies) and current Risk Management policies and NASD Best Practice. Please send resumes to: [Click Here to Email Your Resumé]

Requirements

- 5+ years experience in Private Wealth Management/Broker - Bilingual English/Spanish - Series 7, with 63, 65, or 66 - Existing book of private wealth clients

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine's list of "World's Most Admired Companies" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 888-490-5461 for additional information.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2019 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

Job Snapshot

Location US-FL-Miami
Employment Type Full-Time
Pay Type Year
Pay Rate $80,000.00 - $100,000.00 /Year
Store Type Accounting, Finance
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Company Overview

Robert Half Finance & Accounting U.S

Robert Half Finance & Accounting pioneered specialized financial recruitment in 1948 and today, as a result, is the worldwide leader in the industry. We specialize in placing experienced professionals in areas such as accounting, finance, credit and collections, bookkeeping, payroll and taxation. For six decades, we have developed lasting relationships with the industry- leading companies we serve, giving us access to the best career opportunities for our candidates. Learn More

Contact Information

US-FL-Miami
Recruiter
305-374-7870
305-381-9483
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Snapshot
Robert Half Finance & Accounting U.S
Company:
US-FL-Miami
Location:
Full-Time
Employment Type:
Year
Pay Type:
$80,000.00 - $100,000.00 /Year
Pay Rate:
Accounting, Finance
Store Type:

Description

Ref ID: 01130-0010860431

Classification: Relationship Manager

Compensation: $80,000.00 to $100,000.00 per year

Robert Half Finance is recruiting an established Financial Advisor with an existing book of business looking for a change to a growing Regional firm here in Miami. Our client can provide a very competitive base salary structure plus commissions. Primary job functions: ? Develop and manage investment portfolio of international banking clients and provide a wide range of financial advice. ? In addition, cross sell banking products and services consisting of credit and deposits. ? Execute sales plans and strategies in order ensure goals are consistently met. ? Responsible to grow assets and revenues of High Net worth (HNW) individuals. ? Grow and maintain a profitable client relationship portfolio (AUMs and ROA). ? Execute sales and strategy plans in order ensure goals are consistently met. ? Conduct client suitability through proactive client engagement and development of financial plans and profiling. ? Requires strong interpersonal skills and knowledge of the financial and global investment markets. ? Leverage and coordinate with specialists and provide cross selling opportunities for clients. ? Travel required to respective market. ? Focuses on quality of assets; enhance cost efficient practices, maintain sound bank regulatory practices current (BSA/Compliance policies) and current Risk Management policies and NASD Best Practice. Please send resumes to: [Click Here to Email Your Resumé]

Requirements

- 5+ years experience in Private Wealth Management/Broker - Bilingual English/Spanish - Series 7, with 63, 65, or 66 - Existing book of private wealth clients

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine's list of "World's Most Admired Companies" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 888-490-5461 for additional information.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2019 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.
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