Candidate #1009 Senior Private Wealth Advisor/Senior Vice President Job at Eliteprofitpath, Miami, FL

bjlOclEySDlmM0dSZWNHaGM3K2J1eXZJVGc9PQ==
  • Eliteprofitpath
  • Miami, FL

Job Description

An exceptionally accomplished and fervent Director of Private Banking and Wealth Management, boasting 20+ years of demonstrated success in new business development, increasing competitive market share, and leading business management. Location: Miami, FL Willing to Relocate: No Wants: Seeking a W2 salary role, ideally within a Private Bank or Wealth Management firm, as a leader and collaborative team player with a demonstrated capacity for envisioning and executing strategic plans. Education/Licenses: Bachelor of Arts, Business Management FINRA Series 24, Registered Securities Principal FINRA Series 7 FINRA Series 66 Life, Health, and Variable Annuities License Notary Public Experience: A collaborative team player with a proven ability to envision and implement strategic plans. Skilled in fostering strong relationships, driving team engagement, and delivering customized solutions. Adept at identifying opportunities for growth and innovation, and committed to achieving organizational goals through effective leadership and strategic execution to notable companies as their Senior Vice President and Private Client Advisor for Commercial and Private Wealth Management/Banking/Investments. Duties/Achievements: Leading and executing the bank’s culture to deliver top-tier products, services, and advice tailored to the specific needs of Private Wealth clients in the Miami market. Expanded business through organic growth, client referrals, utilizing Centers of Influence (COIs), self-sourcing, and networking. Currently serves as President, Vice President, and a committee member for several organizations within the community. #J-18808-Ljbffr Eliteprofitpath

Job Tags

Relocation,

Similar Jobs

Columbia Sportswear Company

Sales Director, Bass Pro Shops and Family Footwear Job at Columbia Sportswear Company

Sales Director, Bass Pro Shops and Family FootwearPostuler locationsSt Louis, Missouri, United States of AmericaTime type: Temps pleinPosted on: Offre publie hierJob requisition id: R-017063ABOUT THE POSITIONThe Columbia Sales team partners with external partners... 

Deepreach.ai

Product Analyst Job at Deepreach.ai

 ...internal briefings, playbooks, or Notion pages to summarize product/market learnings Support executive on cross-border business...  ...Eligibility for full-time conversion or client-side referrals after internship Stipend available depending on hours and experience... 

HCR | Human Centric Recruitment

Customer Success Manager Job at HCR | Human Centric Recruitment

 ...Job Description Customer Success Manager Generative AI SaaS Hybrid San Mateo, CA | Full-time | $110k$150k + equity Were hiring a Customer Success Manager to join a fast-growing generative AI startup working at the cutting edge of B2B marketing.... 

Swift Transportation LLC

Class A Get your career launched at Swift Job Job at Swift Transportation LLC

Class A Get your career launched at Swift JobNew Drivers with Less than three months experience will drive with a "Driver Coach" for 200 hours BTW time. Then assigned your own truck as a solo driver. Take home time anywhere, you can bring your Dog and have a rider come...

Harper Associates

Executive Housekeeper Job at Harper Associates

 ...Estate Housekeeper-Cook Palm Beach, FL Search by Harper Associates Full-Time-year round Active, elderly gentleman living in a beautiful lakefront estate, seeks a professional Housekeeper-Cook for his Palm Beach residence. Responsibilities include housekeeping...