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Head of Wealth Management Job in Miami

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7 views2 pages

Head of Wealth Management Job in Miami

Uploaded by

thebomberspvp
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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New job opportunity!

Head of Wealth Management


Miami, FL
Dynamic and innovative financial services firm committed to delivering
exceptional investment solutions seeks a highly motivated and experienced
Head of Wealth Management to lead the wealth management division.

Requirements:
-Bachelor's degree in Finance, Business Administration, or a related
field; advanced degree or professional certifications (CFP, CFA)
preferred.
- Required licenses: SIE, Series 63, 65 or 66 and Series 7 (or capability
of obtaining Series 7 within 4 months of hiring date).
- 5 or more years of experience in wealth management or financial
advisory, with at least 2 years in a leadership role.
- Ideally proven track record in recruiting and managing financial
advisors, with strong team-building skills.
- Extensive knowledge of investment strategies, financial markets,
and regulatory compliance.
- Proficient in CRM and portfolio management systems, with a strong
desire to leverage technology for enhanced client service.

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