Florida Licensed Wealth Manager

Job Summary

A company is looking for a Senior Wealth Manager to collaborate with the CEO and grow the Florida business.

Key Responsibilities

• Collaborate directly with the CEO to develop and execute growth strategies for the Florida business
• Provide exceptional Wealth Management services to high-net-worth clients

Required Qualifications

• 5+ years of experience in a Senior or Lead Wealth Management position; 10+ years preferred
• Strong understanding of Wealth Management industry concepts and terminology
• Ambition to enhance career growth and earnings potential
• Strong customer/client services orientation