Wealth Advisor, Market Leader - Miami-Dade

Manage a portfolio of approximately 100 clients who qualify for the Wealth Advisor segment, defined as clients with total investable assets > $1MM. Target portfolio revenue should generate a minimum of $1MM of recurring revenue from investment assets under management. Total book revenue should be >$2MM in revenue.

Proactively provides comprehensive wealth management advice and solutions including, but not limited to, comprehensive financial planning, business and executive planning, strategic asset allocation recommendations, multi-generational estate and tax planning, cash flow analysis and budgeting, and credit and risk management. Also able to articulate tactical adjustments for client investment portfolios.

Extraordinary sales professional with expert sales, client management, and client service skills with the ability to sell a wide range of products and services with a proven track record of success. Builds multi-generational relationships with client families. Assertive in asking for business, developing leads and developing referral sources which includes Centers of Influence. World class communicator with ability to take abstract concepts and communicate to a client in a way they can relate to and understand. Superior skill set in identifying and talking about implementation of advice. Demonstrates technical expertise to consistently explain rationale behind the recommendations. Entrepreneurship, multi-year approach to building a business. Highly self motivated. Develops thoughtful marketing strategies and execution capabilities that consistently fill business development pipeline with qualified prospects. Exceptional listener allowing advisor to tailor recommendation to address client’s needs. High level of emotional intelligence. Driven to always learn and improve. Bring a true passion to the business of delivering financial advice to clients. High level of executive presence. Strong team player who is able to lead a team of professionals in serving clients.

Acquires new business by having a well established reputation as a top advisor in market, by being very active in the community, and by ability to comfortably prospect in target market. Develops strong, mutually beneficial relationships with referral sources and centers of influence. Is very skilled at generating referrals from existing clients.

Qualifications
Preferred: CFP, CPA, CFA or JD.

Maintains proper licenses including Series 7, Series 66, Life, Health, and Variable insurance licenses. Candidates will have 90 days from their Start to transfer or acquire all of the registrations and licenses required for this position.

10 years of sales and relationship management experience with proven track record of success in the wealth management industry.

Competencies to perform the job successfully, an individual should demonstrate the following competencies:

Critical Thinking

Analytical
Collects and researches data
Uses intuition and experience to complement data

Project Management
Coordinates projects
Completes projects on time and budget
Manages project team activities.

Technical Skills
Assesses own strengths and weaknesses
Pursues training and development opportunities
Strives to continuously build knowledge and skills
Shares expertise with others

Interpersonal

Customer Service
Responds promptly to customer needs
Responds to requests for service and assistance
Meets commitments

Interpersonal Skills
Focuses on solving conflict, not blaming
Maintains confidentiality
Listens to others without interrupting
Keeps emotions under control

Oral Communication
Speaks clearly and persuasively in positive or negative situations
Listens and gets clarification
Responds well to questions
Participates in meetings

Written Communication
Writes clearly and informatively with proper grammar and spelling
Able to read and interpret written information

Teamwork
Exhibits objectivity and openness to others' views
Gives and welcomes feedback
Contributes to building a positive team spirit
Supports everyone's efforts to succeed

Leadership

Visionary Leadership
Displays passion and optimism

Change Management
Builds commitment and overcomes resistance

Delegation
Delegates work assignments
Provides recognition for results

Managing People
Takes responsibility for subordinates' activities
Provides regular performance feedback
Develops subordinates' skills and encourages growth
Continually works to improve supervisory skills

Quality Management
Demonstrates accuracy and thoroughness

Organization
Cost Consciousness
Conserves organizational resources

Diversity
Shows respect and sensitivity for cultural differences

Ethics
Treats people with respect
Keeps commitments
Inspires the trust of others
Works with integrity and ethically
Upholds organizational values

Organizational Support
Follows policies and procedures
Completes administrative tasks correctly and on time
Supports organization's goals and values

Self Management

Judgment
Exhibits sound and accurate judgment
Supports and explains reasoning for decisions
Includes appropriate people in decision-making process

Motivation
Demonstrates persistence and overcomes obstacles
Measures self against standard of excellence

Planning/Organizing
Prioritizes and plans work activities
Organizes or schedules other people and their tasks

Professionalism
Approaches others in a tactful manner
Accepts responsibility for own actions
Follows through on commitments
Treats others with respect and consideration regardless of their status or position

Quality
Demonstrates accuracy and thoroughness
Looks for ways to improve and promote quality
Applies feedback to improve performance
Monitors own work to ensure quality

Quantity
Meets productivity standards
Completes work in timely manner
Strives to increase productivity
Safety and Security
Observes safety and security procedures
Reports potentially unsafe conditions

Adaptability
Adapts to changes in the work environment
Able to deal with frequent change, delays, or unexpected events

Attendance/Punctuality
Ensures work responsibilities are covered when absent
Arrives at meetings and appointments on time

Dependability
Follows instructions, responds to management direction
Takes responsibility for own actions
Keeps commitments
Completes tasks on time or notifies the appropriate person with an alternate plan.

Initiative
Volunteers readily
Undertakes self-development activities
Seeks increased responsibilities
Looks for and takes advantage of opportunities
Asks for and offers help when needed

Innovation
Generates suggestions for improving work

Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

Language Skills
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Mathematical Skills
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

Reasoning Ability
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Computer Skills
To perform this job successfully, an individual should have knowledge of Internet software; Spreadsheet software and Word Processing software.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)