Senior Financial Advisor

Norman Alex
  • Miami, Florida
    30+ days ago

    Job Description

    We are recruiting Florid and nationally for top producing advisors/teams for several of our clients. Domestic and International business. Traditional brokerage and independents.

    Requirements:

    - A domestic/international book of clients from $100MM - $2BBMM+ in assets

    - Hunters mentality and will work effortlessly to prospect and acquire new clients as well as new assets from new and existing High Net Worth clients focused in the US and/or globally.

    Qualifications:

    - Significant experience in Wealth Management working with HNW/UHNW individuals and families

    - Proven track record in prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals.

    - Enthusiasm, appetite and proven experience in business development and client acquisition and a desire to travel extensively to build out your practice and deepen existing relationships.

    - Strong relationship management and team building skills; views team concept as critical to model.

    *Solid deal bonus and grid pay-outs

    ** Agnostic and open architecture platforms

    *** Work cultures that fit your lifestyle and practice


    \ Please only candidates with portable client portfolios need apply. We cannot accommodate other profiles at this point in time, thank you.


    Call me today to discuss today's market and other opportunities: Michael Hubbard @ 305/684-7814 or email me at: mhubbard@normanalex.com

    Numbers & Facts

    LocationMiami, Florida

    Skills

    • Business Developmentunmatched
    • Customer Acquisitionunmatched
    • Customer Relationsunmatched
    • Financial Planningunmatched
    • High Net Worthunmatched
    • International Businessunmatched
    • Negotiation Skillsunmatched
    • Relationship Managementunmatched
    • Sales Closing Skillsunmatched
    • Sales Managementunmatched
    • Sales Prospectingunmatched
    • Team Lead/Managerunmatched
    • Wealth Managementunmatched
    • Willing to Travelunmatched

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