$100,000–$450,000 Per Year
Banking Services, Business Development, Communication Skills, Customer Relations, Customer Relationship Management (CRM), Estate Planning, Financial Planning, Fixed Income Investments, High Net Worth, Investment Services, Investment Strategy, Maintain Compliance, Regulatory Compliance, Relationship Management, Retirement Planning, Risk, Sales Management, Series 7, Stock Market, Tax Planning, Wealth Management
Financial Advisor / Wealth Advisor
Location: Miami, Florida
Compensation: $100,000 – $450,000+
About the Opportunity
Agius & Partners LLC is partnering with top-tier banking institutions seeking experienced Financial Advisors / Wealth Advisors to join their Miami offices.
The role provides access to sophisticated investment platforms, global research capabilities, and the ability to build long-term advisory relationships with affluent clients.
Key Responsibilities
- Develop and maintain relationships with high-net-worth clients and families
- Provide financial planning and investment advisory services tailored to individual client needs
- Construct diversified investment portfolios aligned with client risk tolerance and financial objectives
- Deliver guidance on retirement planning, estate planning, and tax-efficient investment strategies
- Identify and develop new client relationships through networking and referrals
- Maintain strong knowledge of financial markets and investment products
- Ensure regulatory compliance and suitability standards are met
Qualifications
- 5+ years of wealth management or financial advisory experience
- Demonstrated success in business development and client relationship management
- FINRA licenses (Series 7 and 66 or equivalent) preferred
- Strong knowledge of investment products including equities, fixed income, ETFs, and alternatives
- Excellent communication and relationship management skills