RIA Financial Advisor
•Today
| Verified Pay check_circle | Provided by the employer90000USD - 500000USD per year |
|---|---|
| Hours | Full-time |
| Location | Miami, FL Miami, Florida open_in_new |
About this job
Job Description
Job Description
Description
Position Overview:
We're seeking experienced Financial Advisors who want full autonomy, the ability to serve international HNW clients, and a compensation structure that reflects their value. The ideal candidate has a portable book of at least $5M in AUM, operates with integrity, and thrives in a white-glove service environment.
Key Responsibilities
Skills, Knowledge and Expertise
Nice-to-Have Qualifications:
Benefits
Join a 10-year-old boutique wealth management firm founded by former major wirehouse advisors. The firm specializes in international HNW/UHNW clients and offers a unique multi-custodial platform with relationships across U.S., European, and Latin American custodians.
Built for entrepreneurial advisors, the firm offers full back-office support, high payouts, and complete ownership of client relationships. Advisors operate with true independence, without restrictive employment terms or non-solicits.
Position Overview:
We're seeking experienced Financial Advisors who want full autonomy, the ability to serve international HNW clients, and a compensation structure that reflects their value. The ideal candidate has a portable book of at least $5M in AUM, operates with integrity, and thrives in a white-glove service environment.
Key Responsibilities
- Transition and manage existing book of clients
- Build and maintain client relationships, both domestic and international
- Customize multi-custodial investment solutions
- Collaborate with back-office team for trading, support, and compliance
- Conduct client meetings in preferred formats (in-person, remote, international travel, etc.)
Skills, Knowledge and Expertise
Must-Have Qualifications:
- Minimum $5M in portable AUM
- Active Series 65 or equivalent registration
- Experience working with HNW/UHNW clientele
- Comfortable with independent 1099 model
- Clean or manageable U4 disclosures (firm is open to candidates with prior marks, depending on nature)
Nice-to-Have Qualifications:
- Experience serving international clients
- Familiarity with multiple custodians (Schwab, Interactive Brokers, Santander, Swiss banks)
- Multilingual skills (Spanish, Portuguese, French)
- Previous experience at a major wirehouse
Benefits
- Full independence, no non-solicit agreements
- Flexible work location and schedule
- Voluntary group-rate benefits available
- High payout structure (65%+)
- Multinational custodial access
- White-glove support and culture
Ideal Candidate Profile:
This is an ideal role for a tenured advisor looking to break free from wirehouse limitations and serve a global client base with elite support. You should be confident working with HNW clients, comfortable operating independently, and excited by a flexible, entrepreneurial model with robust earning potential.
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