Candidate #1009 Senior Private Wealth Advisor/Senior Vice President

Company: Eliteprofitpath
Location: Miami
Posted on: November 13, 2024

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, FLWilling to Relocate: NoWants: 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 PublicExperience: 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.
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