Broker Senior Wealth Manager (LATAM Focus)
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Job Summary
Overview
You will join a small high-performing team focused on serving high-net-worth Latin American clients through investment and integrated banking solutions. The ideal candidate brings an existing portable portfolio and is motivated to scale their business in a flexible entrepreneurial environment.
This is a hunter profile role designed for advisors who want to grow their practice while maintaining ownership of client relationships and leveraging a banking infrastructure tailored to international clients.
This opportunity is ideal for senior advisors seeking greater flexibility competitive payout and a platform designed specifically for cross-border wealth management.
Location: Miami FL (or relocation to Florida)
Responsibilities
Transfer and manage an existing portfolio of LATAM-focused clients
Drive new client acquisition and grow assets under management
Deliver investment advisory and brokerage services
Collaborate with internal banking teams to provide lending and financial solutions
Maintain full ownership of client relationships and long-term portfolio growth
Requirements
Active FINRA Series 7 license required
Series 66 or Series 63 65 required
Proven track record managing an existing client portfolio (target range: $70M-$150M AUM)
Strong hunter mentality and business development focus
Experience serving Latin American clients
Fluency in Spanish and English
Based in Florida or willing to relocate
Permanent authorization to work in the US.
Compensation
Commission-only structure: 50% payout on generated revenue OR base salary structure may be available for hybrid wealth management profiles and will be discussed during the interview process
Additional performance incentives may be available based on assets transferred
Access to integrated banking and lending platform supporting international clients
Commitment to Diversity and Inclusion
We are committed to creating an inclusive workplace where all people are treated with respect. We welcome applications from candidates of all backgrounds and identities and encourage people who meet some but not all of the criteria to apply.
Application Process
Please submit your CV outlining your experience examples of successful client outcomes you have driven and why you are interested in this role. Shortlisted candidates will be invited to an initial interview followed by a panel interview and a practical case exercise. We will contact only those selected for interview.
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
Bringing a personalized approach to connecting exceptional talent with unique opportunities. Specializing in recruitment for diverse roles, leveraging extensive experience and innovative strategies to find the perfect match for any business needs. Collaboration builds a stronger, mor ... View more
